HI
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Hudock Inc’s iShares MBS ETF MBB Stock Holding History

Hudock Inc’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
2022
Q4 		– Sell
-151
Closed -$13K – 468
2022
Q3 		$13K Hold
151
– – ﹤0.01% 486
2022
Q2 		$14K Sell
151
-861
-85% -$84.4K ﹤0.01% 472
2022
Q1 		$103K Buy
1,012
+576
+132% +$60.1K 0.03% 223
2021
Q4 		$46K Hold
436
– – 0.01% 335
2021
Q3 		$47K Buy
436
+1
+0.2% +$108 0.01% 329
2021
Q2 		$47K Sell
435
-12
-3% -$1.3K 0.01% 329
2021
Q1 		$48K Buy
447
+1
+0.2% +$110 0.02% 316
2020
Q4 		$49K Buy
446
+2
+0.5% +$220 0.02% 303
2020
Q3 		$49K Buy
444
+1
+0.2% +$111 0.02% 279
2020
Q2 		$49K Buy
443
+2
+0.5% +$221 0.02% 269
2020
Q1 		$48K Buy
441
+68
+18% +$7.4K 0.02% 231
2019
Q4 		$40K Buy
373
+2
+0.5% +$216 0.01% 276
2019
Q3 		$40K Buy
371
+1
+0.3% +$108 0.01% 270
2019
Q2 		$39K Buy
370
+200
+118% +$21.3K 0.01% 278
2019
Q1 		$18K Sell
170
-9
-5% -$947 0.01% 342
2018
Q4 		$18K Buy
+179
New +$18.4K 0.01% 326
2016
Q4 		– Sell
-441
Closed -$48K – 575
2016
Q3 		$48K Hold
441
– – 0.03% 229
2016
Q2 		$48K Hold
441
– – 0.03% 234
2016
Q1 		$48K Sell
441
-30
-6% -$3.27K 0.03% 230
2015
Q4 		$50K Sell
471
-257
-35% -$28K 0.02% 206
2015
Q3 		$79K Buy
728
+287
+65% +$31.3K 0.04% 153
2015
Q2 		$47K Hold
441
– – 0.02% 214
2015
Q1 		$49K Buy
+441
New +$48.5K 0.02% 214
2013
Q3 		– Sell
-427
Closed -$45K – 539
2013
Q2 		$45K Buy
+427
New +$45.7K 0.07% 170

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Hudock Inc's MBB Position: Q4 2022 in Review

Hudock Inc sold out of iShares MBS ETF (MBB) in Q4 2022, closing a stake of 151 shares — an estimated $13K sold.

Hudock Inc first reported a position in MBB in Q2 2013 and held it in 24 quarters. The position peaked at $103K in Q1 2022. 751 funds tracked by Wall St. Rank hold MBB as of Q4 2022.

  • Hudock Inc reported no remaining iShares MBS ETF position as of Q4 2022 after selling out during the quarter.
  • Hudock Inc sold 151 iShares MBS ETF shares in Q4 2022, an estimated $13K.
  • Hudock Inc first reported a position in iShares MBS ETF in Q2 2013 and held it in 24 quarters.
  • Hudock Inc's iShares MBS ETF position peaked at $103K in Q1 2022.
  • 751 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.