Halpern Financial’s iShares MBS ETF MBB Stock Holding History

Halpern Financial’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
2024 Q1	–	Sell	-6	Closed	-$562	–	236
2023 Q4	$562	Buy	+6	New	+$538	﹤0.01%	238

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Halpern Financial's MBB Position: Q1 2024 in Review

Halpern Financial sold out of iShares MBS ETF (MBB) in Q1 2024, closing a stake of 6 shares — an estimated $562 sold.

Halpern Financial first reported a position in MBB in Q4 2023 and held it in 1 quarter. The position peaked at $562 in Q4 2023. 839 funds tracked by Wall St. Rank hold MBB as of Q1 2024.

Halpern Financial reported no remaining iShares MBS ETF position as of Q1 2024 after selling out during the quarter.
Halpern Financial sold 6 iShares MBS ETF shares in Q1 2024, an estimated $562.
Halpern Financial first reported a position in iShares MBS ETF in Q4 2023 and held it in 1 quarter.
Halpern Financial's iShares MBS ETF position peaked at $562 in Q4 2023.
839 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2024.

Based on Halpern Financial's 13F filing for Q1 2024, filed 9 Apr 2024.