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Investmark Advisory Group’s iShares MBS ETF MBB Stock Holding History

Investmark Advisory Group’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
Q1 		– Sell
-701
Closed -$75K – 259
2021
Q4 		$75K Buy
+701
New +$75.5K 0.07% 134

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
LPL Financial
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Investmark Advisory Group's MBB Position: Q1 2022 in Review

Investmark Advisory Group sold out of iShares MBS ETF (MBB) in Q1 2022, closing a stake of 701 shares — an estimated $75K sold.

Investmark Advisory Group first reported a position in MBB in Q4 2021 and held it in 1 quarter. The position peaked at $75K in Q4 2021. 710 funds tracked by Wall St. Rank hold MBB as of Q1 2022.

  • Investmark Advisory Group reported no remaining iShares MBS ETF position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 701 iShares MBS ETF shares in Q1 2022, an estimated $75K.
  • Investmark Advisory Group first reported a position in iShares MBS ETF in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's iShares MBS ETF position peaked at $75K in Q4 2021.
  • 710 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.