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HFG Wealth Management’s iShares MBS ETF MBB Stock Holding History

HFG Wealth 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
2024
Q2 		– Sell
-3,878
Closed -$358K – 42
2024
Q1 		$358K Sell
3,878
-30,808
-89% -$2.85M 0.21% 30
2023
Q4 		$3.26M Buy
+34,686
New +$3.11M 0.8% 26
2023
Q1 		$1.75M Buy
+18,513
New +$1.75M 0.36% 37

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HFG Wealth Management's MBB Position: Q2 2024 in Review

HFG Wealth Management sold out of iShares MBS ETF (MBB) in Q2 2024, closing a stake of 3,878 shares — an estimated $358K sold.

HFG Wealth Management first reported a position in MBB in Q1 2023 and held it in 3 quarters. The position peaked at $3.26M in Q4 2023. 833 funds tracked by Wall St. Rank hold MBB as of Q2 2024.

  • HFG Wealth Management reported no remaining iShares MBS ETF position as of Q2 2024 after selling out during the quarter.
  • HFG Wealth Management sold 3,878 iShares MBS ETF shares in Q2 2024, an estimated $358K.
  • HFG Wealth Management first reported a position in iShares MBS ETF in Q1 2023 and held it in 3 quarters.
  • HFG Wealth Management's iShares MBS ETF position peaked at $3.26M in Q4 2023.
  • 833 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2024.

Based on HFG Wealth Management's 13F filing for Q2 2024, filed 20 Aug 2024.