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Ipsen Advisor Group’s iShares MBS ETF MBB Stock Holding History

Ipsen Advisor 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
Q4 		$495K Buy
+5,337
New +$492K 0.57% 40

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 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
Truist Financial
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

Ipsen Advisor Group's MBB Position: Q4 2022 in Review

Ipsen Advisor Group opened a new position in iShares MBS ETF (MBB) in Q4 2022: 5,337 shares worth $495K. The stake represents 0.57% of the portfolio and ranks #40 among its holdings.

750 funds tracked by Wall St. Rank hold MBB as of Q4 2022.

  • Ipsen Advisor Group held 5,337 shares of iShares MBS ETF worth $495K as of Q4 2022.
  • iShares MBS ETF was a new Ipsen Advisor Group position in Q4 2022.
  • iShares MBS ETF made up 0.57% of Ipsen Advisor Group's portfolio in Q4 2022, its #40 holding.
  • 750 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2022.

Based on Ipsen Advisor Group's 13F filing for Q4 2022, filed 10 Feb 2023.