Ironwood Financial’s iShares MBS ETF MBB Stock Holding History

Ironwood Financial’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
2021 Q4	–	Sell	-26	Closed	-$3K	–	369
2021 Q3	$3K	Hold	26	–	–	﹤0.01%	480
2021 Q2	$3K	Hold	26	–	–	﹤0.01%	476
2021 Q1	$3K	Hold	26	–	–	﹤0.01%	459
2020 Q4	$3K	Hold	26	–	–	﹤0.01%	417
2020 Q3	$3K	Hold	26	–	–	﹤0.01%	366
2020 Q2	$3K	Hold	26	–	–	﹤0.01%	347
2020 Q1	$3K	Buy	+26	New	+$2.83K	﹤0.01%	300

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ironwood Financial's MBB Position: Q4 2021 in Review

Ironwood Financial sold out of iShares MBS ETF (MBB) in Q4 2021, closing a stake of 26 shares — an estimated $3K sold.

Ironwood Financial first reported a position in MBB in Q1 2020 and held it in 7 quarters. The position peaked at $3K in Q3 2021. 722 funds tracked by Wall St. Rank hold MBB as of Q4 2021.

Ironwood Financial reported no remaining iShares MBS ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 26 iShares MBS ETF shares in Q4 2021, an estimated $3K.
Ironwood Financial first reported a position in iShares MBS ETF in Q1 2020 and held it in 7 quarters.
Ironwood Financial's iShares MBS ETF position peaked at $3K in Q3 2021.
722 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.