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H&H Retirement Design & Management’s iShares MBS ETF MBB Stock Holding History

H&H Retirement Design & Management’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7,988
Closed -$764K – 80
2022
Q4 		$764K Sell
7,988
-7,562
-49% -$697K 0.64% 31
2022
Q3 		$1.4M Sell
15,550
-439
-3% -$42.6K 1.32% 20
2022
Q2 		$1.61M Buy
+15,989
New +$1.57M 1.17% 25

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

H&H Retirement Design & Management's MBB Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of iShares MBS ETF (MBB) in Q1 2023, closing a stake of 7,988 shares — an estimated $764K sold.

H&H Retirement Design & Management first reported a position in MBB in Q2 2022 and held it in 3 quarters. The position peaked at $1.61M in Q2 2022. 743 funds tracked by Wall St. Rank hold MBB as of Q1 2023.

  • H&H Retirement Design & Management reported no remaining iShares MBS ETF position as of Q1 2023 after selling out during the quarter.
  • H&H Retirement Design & Management sold 7,988 iShares MBS ETF shares in Q1 2023, an estimated $764K.
  • H&H Retirement Design & Management first reported a position in iShares MBS ETF in Q2 2022 and held it in 3 quarters.
  • H&H Retirement Design & Management's iShares MBS ETF position peaked at $1.61M in Q2 2022.
  • 743 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.