IFP Advisors’s MBIA MBI Stock Holding History

IFP Advisors’s Portfolio MBI Stock Details MBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12	Buy	+2	New	+$13	﹤0.01%	4953
2024 Q1	–	Sell	-162	Closed	-$991	–	3193
2023 Q4	$991	Hold	162	–	–	﹤0.01%	2810
2023 Q3	$1.17K	Hold	162	–	–	﹤0.01%	2968
2023 Q2	$1.4K	Hold	162	–	–	﹤0.01%	2990
2023 Q1	$1.38K	Hold	162	–	–	﹤0.01%	3007
2022 Q4	$1K	Hold	162	–	–	﹤0.01%	4399
2022 Q3	$1K	Hold	162	–	–	﹤0.01%	4604
2022 Q2	$1K	Hold	162	–	–	﹤0.01%	4379
2022 Q1	$1K	Hold	162	–	–	﹤0.01%	4378
2021 Q4	$3K	Hold	162	–	–	﹤0.01%	2674
2021 Q3	$2K	Hold	162	–	–	﹤0.01%	2877
2021 Q2	$2K	Hold	162	–	–	﹤0.01%	2754
2021 Q1	$2K	Hold	162	–	–	﹤0.01%	2686
2020 Q4	$1K	Sell	162 -3,211	-95%	-$20.9K	﹤0.01%	2783
2020 Q3	$20K	Hold	3,373	–	–	﹤0.01%	1646
2020 Q2	$25K	Hold	3,373	–	–	﹤0.01%	1485
2020 Q1	$27K	Hold	3,373	–	–	﹤0.01%	1375
2019 Q4	$31K	Sell	3,373 -108	-3%	-$1.03K	﹤0.01%	1443
2019 Q3	$33K	Buy	+3,481	New	+$32.5K	﹤0.01%	1553
2019 Q1	–	Sell	-3,419	Closed	-$30K	–	2979
2018 Q4	$30K	Sell	3,419 -114	-3%	-$1.08K	﹤0.01%	1903
2018 Q3	$38K	Hold	3,533	–	–	﹤0.01%	2048
2018 Q2	$32K	Sell	3,533 -839	-19%	-$7.57K	﹤0.01%	2177
2018 Q1	$32K	Hold	4,372	–	–	﹤0.01%	2073
2017 Q4	$32K	Hold	4,372	–	–	﹤0.01%	2098
2017 Q3	$38K	Sell	4,372 -482	-10%	-$4.84K	﹤0.01%	2163
2017 Q2	$46K	Sell	4,854 -70	-1%	-$595	﹤0.01%	2017
2017 Q1	$42K	Sell	4,924 -1,153	-19%	-$11.6K	﹤0.01%	2031
2016 Q4	$65K	Buy	6,077 +954	+19%	+$8.81K	﹤0.01%	1729
2016 Q3	$40K	Hold	5,123	–	–	﹤0.01%	1963
2016 Q2	$35K	Buy	+5,123	New	+$38.1K	﹤0.01%	1980
2016 Q1	–	Sell	-5,203	Closed	-$34K	–	2968
2015 Q4	$34K	Buy	+5,203	New	+$35.3K	﹤0.01%	1844

Other funds holding MBI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wolf Hill Capital Management Greenwich, Connecticut $705M AUM 80.44% 1-Year Est. Return

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return