Hollow Brook Wealth Management’s iShares MBS ETF MBB Stock Holding History

Hollow Brook 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
2021 Q3	–	Sell	-5,399	Closed	-$584K	–	66
2021 Q2	$584K	Hold	5,399	–	–	0.36%	43
2021 Q1	$585K	Buy	+5,399	New	+$591K	0.38%	37
2020 Q1	–	Sell	-13,337	Closed	-$1.44M	–	54
2019 Q4	$1.44M	Buy	+13,337	New	+$1.44M	0.75%	32

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Hollow Brook Wealth Management's MBB Position: Q3 2021 in Review

Hollow Brook Wealth Management sold out of iShares MBS ETF (MBB) in Q3 2021, closing a stake of 5,399 shares — an estimated $584K sold.

Hollow Brook Wealth Management first reported a position in MBB in Q4 2019 and held it in 3 quarters. The position peaked at $1.44M in Q4 2019. 681 funds tracked by Wall St. Rank hold MBB as of Q3 2021.

Hollow Brook Wealth Management reported no remaining iShares MBS ETF position as of Q3 2021 after selling out during the quarter.
Hollow Brook Wealth Management sold 5,399 iShares MBS ETF shares in Q3 2021, an estimated $584K.
Hollow Brook Wealth Management first reported a position in iShares MBS ETF in Q4 2019 and held it in 3 quarters.
Hollow Brook Wealth Management's iShares MBS ETF position peaked at $1.44M in Q4 2019.
681 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2021.

Based on Hollow Brook Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.