Investors Asset Management of Georgia’s iShares MBS ETF MBB Stock Holding History

Investors Asset Management of Georgia’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 Q3	–	Sell	-10	Closed	-$1K	–	639
2022 Q2	$1K	Buy	+10	New	+$981	﹤0.01%	562

Other funds holding MBB

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CSIA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Investors Asset Management of Georgia's MBB Position: Q3 2022 in Review

Investors Asset Management of Georgia sold out of iShares MBS ETF (MBB) in Q3 2022, closing a stake of 10 shares — an estimated $1K sold.

Investors Asset Management of Georgia first reported a position in MBB in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 680 funds tracked by Wall St. Rank hold MBB as of Q3 2022.

Investors Asset Management of Georgia reported no remaining iShares MBS ETF position as of Q3 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 10 iShares MBS ETF shares in Q3 2022, an estimated $1K.
Investors Asset Management of Georgia first reported a position in iShares MBS ETF in Q2 2022 and held it in 1 quarter.
Investors Asset Management of Georgia's iShares MBS ETF position peaked at $1K in Q2 2022.
680 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q3 2022, filed 27 Oct 2022.