Janiczek Wealth Management’s iShares MBS ETF MBB Stock Holding History

Janiczek Wealth Management’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
2024 Q2	$1.19K	Hold	13	–	–	﹤0.01%	908
2024 Q1	$1.2K	Hold	13	–	–	﹤0.01%	920
2023 Q4	$1.22K	Hold	13	–	–	﹤0.01%	907
2023 Q3	$1.16K	Buy	+13	New	+$1.19K	﹤0.01%	900
2021 Q1	–	Sell	-1	Closed	–	–	877
2020 Q4	$0	Hold	1	–	–	﹤0.01%	807
2020 Q3	$0	Hold	1	–	–	﹤0.01%	692
2020 Q2	$0	Hold	1	–	–	﹤0.01%	369
2020 Q1	$0	Hold	1	–	–	﹤0.01%	161
2019 Q4	$0	Hold	1	–	–	﹤0.01%	163
2019 Q3	$0	Sell	1 -5	-83%	-$540	﹤0.01%	185
2019 Q2	$1K	Hold	6	–	–	﹤0.01%	179
2019 Q1	$1K	Hold	6	–	–	﹤0.01%	155
2018 Q4	$1K	Hold	6	–	–	﹤0.01%	154
2018 Q3	$1K	Hold	6	–	–	﹤0.01%	140
2018 Q2	$1K	Buy	+6	New	+$623	﹤0.01%	150

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Janiczek Wealth Management's MBB Position: Q2 2024 in Review

Janiczek Wealth Management held its iShares MBS ETF (MBB) position steady in Q2 2024 at 13 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Janiczek Wealth Management first reported a position in MBB in Q2 2018 and has held it in 15 quarters since. The position peaked at $1.22K in Q4 2023. 833 funds tracked by Wall St. Rank hold MBB as of Q2 2024.

Janiczek Wealth Management held 13 shares of iShares MBS ETF worth $1.19K as of Q2 2024.
Janiczek Wealth Management left its iShares MBS ETF share count unchanged in Q2 2024.
iShares MBS ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #908 holding.
Janiczek Wealth Management first reported a position in iShares MBS ETF in Q2 2018 and has held it in 15 quarters since.
Janiczek Wealth Management's iShares MBS ETF position peaked at $1.22K in Q4 2023.
833 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.