Institutional & Family Asset Management’s iShares MBS ETF MBB Stock Holding History

Institutional & Family Asset 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
2022 Q4	–	Sell	-225	Closed	-$21K	–	758
2022 Q3	$21K	Hold	225	–	–	﹤0.01%	306
2022 Q2	$22K	Buy	+225	New	+$22.1K	﹤0.01%	304
2021 Q4	–	Sell	-48	Closed	-$5K	–	869
2021 Q3	$5K	Sell	48 -226	-82%	-$24.5K	﹤0.01%	664
2021 Q2	$30K	Buy	+274	New	+$29.7K	﹤0.01%	421
2021 Q1	–	Sell	-430	Closed	-$47K	–	973
2020 Q4	$47K	Hold	430	–	–	0.01%	335
2020 Q3	$47K	Hold	430	–	–	0.01%	292
2020 Q2	$48K	Buy	+430	New	+$47.6K	0.01%	309
2016 Q3	–	Sell	-1,899	Closed	-$209K	–	119
2016 Q2	$209K	Sell	1,899 -2,035	-52%	-$223K	0.07%	114
2016 Q1	$424K	Hold	3,934	–	–	0.16%	96
2015 Q4	$424K	Buy	+3,934	New	+$428K	0.16%	96

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Institutional & Family Asset Management's MBB Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of iShares MBS ETF (MBB) in Q4 2022, closing a stake of 225 shares — an estimated $21K sold.

Institutional & Family Asset Management first reported a position in MBB in Q4 2015 and held it in 10 quarters. The position peaked at $424K in Q1 2016. 750 funds tracked by Wall St. Rank hold MBB as of Q4 2022.

Institutional & Family Asset Management reported no remaining iShares MBS ETF position as of Q4 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 225 iShares MBS ETF shares in Q4 2022, an estimated $21K.
Institutional & Family Asset Management first reported a position in iShares MBS ETF in Q4 2015 and held it in 10 quarters.
Institutional & Family Asset Management's iShares MBS ETF position peaked at $424K in Q1 2016.
750 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.