Investors Financial Group’s iShares MBS ETF MBB Stock Holding History

Investors Financial 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	-4,513	Closed	-$485K	–	104
2021 Q4	$485K	Buy	4,513 +55	+1%	+$5.92K	0.23%	115
2021 Q3	$482K	Buy	4,458 +174	+4%	+$18.9K	0.25%	107
2021 Q2	$464K	Buy	4,284 +296	+7%	+$32.1K	0.25%	111
2021 Q1	$432K	Buy	3,988 +153	+4%	+$16.8K	0.25%	104
2020 Q4	$422K	Buy	3,835 +192	+5%	+$21.1K	0.28%	97
2020 Q3	$402K	Buy	3,643 +157	+5%	+$17.4K	0.3%	89
2020 Q2	$386K	Sell	3,486 -386	-10%	-$42.7K	0.32%	83
2020 Q1	$428K	Sell	3,872 -29	-0.7%	-$3.16K	0.43%	69
2019 Q4	$422K	Buy	+3,901	New	+$421K	0.34%	78

Other funds holding MBB

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Investors Financial Group's MBB Position: Q1 2022 in Review

Investors Financial Group sold out of iShares MBS ETF (MBB) in Q1 2022, closing a stake of 4,513 shares — an estimated $485K sold.

Investors Financial Group first reported a position in MBB in Q4 2019 and held it in 9 quarters. The position peaked at $485K in Q4 2021. 710 funds tracked by Wall St. Rank hold MBB as of Q1 2022.

Investors Financial Group reported no remaining iShares MBS ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 4,513 iShares MBS ETF shares in Q1 2022, an estimated $485K.
Investors Financial Group first reported a position in iShares MBS ETF in Q4 2019 and held it in 9 quarters.
Investors Financial Group's iShares MBS ETF position peaked at $485K in Q4 2021.
710 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.