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HawsGoodwin Investment Management’s iShares MBS ETF MBB Stock Holding History

HawsGoodwin Investment 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
2021
Q4 		$5.35M Sell
49,816
-30,334
-38% -$3.27M 1.56% 18
2021
Q3 		$8.67M Buy
80,150
+283
+0.4% +$30.7K 2.63% 11
2021
Q2 		$8.64M Sell
79,867
-14,998
-16% -$1.63M 2.66% 10
2021
Q1 		$10.3M Buy
94,865
+18,370
+24% +$2.01M 3.29% 9
2020
Q4 		$8.42M Buy
+76,495
New +$8.42M 2.64% 11

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HawsGoodwin Investment Management's MBB Position: Q4 2021 in Review

HawsGoodwin Investment Management reduced its iShares MBS ETF (MBB) stake by 38% in Q4 2021, selling an estimated $3.27M and leaving 49,816 shares worth $5.35M. The position accounts for 1.56% of the portfolio, ranked #18.

HawsGoodwin Investment Management first reported a position in MBB in Q4 2020 and has held it in 5 quarters since. The position peaked at $10.3M in Q1 2021. 722 funds tracked by Wall St. Rank hold MBB as of Q4 2021.

  • HawsGoodwin Investment Management held 49,816 shares of iShares MBS ETF worth $5.35M as of Q4 2021.
  • HawsGoodwin Investment Management sold 30,334 iShares MBS ETF shares in Q4 2021, an estimated $3.27M.
  • iShares MBS ETF made up 1.56% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #18 holding.
  • HawsGoodwin Investment Management first reported a position in iShares MBS ETF in Q4 2020 and has held it in 5 quarters since.
  • HawsGoodwin Investment Management's iShares MBS ETF position peaked at $10.3M in Q1 2021.
  • 722 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.