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Insight 2811 Inc’s iShares MBS ETF MBB Stock Holding History

Insight 2811 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
Q2 		– Sell
-3,924
Closed -$400K – 88
2022
Q1 		$400K Sell
3,924
-521
-12% -$54.4K 0.24% 53
2021
Q4 		$478K Buy
4,445
+141
+3% +$15.2K 0.27% 44
2021
Q3 		$465K Sell
4,304
-5,929
-58% -$643K 0.27% 37
2021
Q2 		$1.11M Buy
10,233
+1,089
+12% +$118K 0.62% 18
2021
Q1 		$991K Buy
9,144
+878
+11% +$96.2K 0.58% 17
2020
Q4 		$910K Buy
+8,266
New +$910K 0.54% 18
2017
Q3 		– Sell
-6,732
Closed -$719K – 78
2017
Q2 		$719K Buy
+6,732
New +$720K 0.55% 41

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
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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Insight 2811 Inc's MBB Position: Q2 2022 in Review

Insight 2811 Inc sold out of iShares MBS ETF (MBB) in Q2 2022, closing a stake of 3,924 shares — an estimated $400K sold.

Insight 2811 Inc first reported a position in MBB in Q2 2017 and held it in 7 quarters. The position peaked at $1.11M in Q2 2021. 696 funds tracked by Wall St. Rank hold MBB as of Q2 2022.

  • Insight 2811 Inc reported no remaining iShares MBS ETF position as of Q2 2022 after selling out during the quarter.
  • Insight 2811 Inc sold 3,924 iShares MBS ETF shares in Q2 2022, an estimated $400K.
  • Insight 2811 Inc first reported a position in iShares MBS ETF in Q2 2017 and held it in 7 quarters.
  • Insight 2811 Inc's iShares MBS ETF position peaked at $1.11M in Q2 2021.
  • 696 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2022.

Based on Insight 2811 Inc's 13F filing for Q2 2022, filed 9 Aug 2022.