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IPG Investment Advisors’s iShares MBS ETF MBB Stock Holding History

IPG Investment Advisors’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
-44,379
Closed -$4.77M – 203
2021
Q4 		$4.77M Buy
+44,379
New +$4.78M 0.86% 24
2021
Q2 		– Sell
-46,132
Closed -$5M – 196
2021
Q1 		$5M Buy
46,132
+3,339
+8% +$366K 0.98% 31
2020
Q4 		$4.71M Sell
42,793
-689
-2% -$75.9K 1.09% 26
2020
Q3 		$4.8M Sell
43,482
-13,346
-23% -$1.48M 1.37% 23
2020
Q2 		$6.29M Buy
56,828
+1,113
+2% +$123K 2.13% 18
2020
Q1 		$6.15M Buy
55,715
+34,724
+165% +$3.78M 2.58% 12
2019
Q4 		$2.27M Buy
20,991
+498
+2% +$53.8K 0.72% 34
2019
Q3 		$2.22M Buy
20,493
+3,862
+23% +$417K 0.77% 30
2019
Q2 		$1.79M Sell
16,631
-1
-0% -$106 0.65% 35
2019
Q1 		$1.77M Buy
16,632
+392
+2% +$41.2K 0.61% 36
2018
Q4 		$1.7M Sell
16,240
-1,442
-8% -$148K 0.65% 30
2018
Q3 		$1.83M Buy
17,682
+340
+2% +$35.3K 0.59% 30
2018
Q2 		$1.81M Buy
17,342
+1,195
+7% +$124K 0.63% 29
2018
Q1 		$1.69M Buy
+16,147
New +$1.69M 0.55% 31

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

IPG Investment Advisors's MBB Position: Q1 2022 in Review

IPG Investment Advisors sold out of iShares MBS ETF (MBB) in Q1 2022, closing a stake of 44,379 shares — an estimated $4.77M sold.

IPG Investment Advisors first reported a position in MBB in Q1 2018 and held it in 14 quarters. The position peaked at $6.29M in Q2 2020. 710 funds tracked by Wall St. Rank hold MBB as of Q1 2022.

  • IPG Investment Advisors reported no remaining iShares MBS ETF position as of Q1 2022 after selling out during the quarter.
  • IPG Investment Advisors sold 44,379 iShares MBS ETF shares in Q1 2022, an estimated $4.77M.
  • IPG Investment Advisors first reported a position in iShares MBS ETF in Q1 2018 and held it in 14 quarters.
  • IPG Investment Advisors's iShares MBS ETF position peaked at $6.29M in Q2 2020.
  • 710 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2022.

Based on IPG Investment Advisors's 13F filing for Q1 2022, filed 13 May 2022.