JD Financial Services’s iShares MBS ETF MBB Stock Holding History

JD Financial Services’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 Q1	–	Sell	-2,660	Closed	-$293K	–	52
2020 Q4	$293K	Buy	+2,660	New	+$293K	0.32%	35

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

JD Financial Services's MBB Position: Q1 2021 in Review

JD Financial Services sold out of iShares MBS ETF (MBB) in Q1 2021, closing a stake of 2,660 shares — an estimated $293K sold.

JD Financial Services first reported a position in MBB in Q4 2020 and held it in 1 quarter. The position peaked at $293K in Q4 2020. 693 funds tracked by Wall St. Rank hold MBB as of Q1 2021.

JD Financial Services reported no remaining iShares MBS ETF position as of Q1 2021 after selling out during the quarter.
JD Financial Services sold 2,660 iShares MBS ETF shares in Q1 2021, an estimated $293K.
JD Financial Services first reported a position in iShares MBS ETF in Q4 2020 and held it in 1 quarter.
JD Financial Services's iShares MBS ETF position peaked at $293K in Q4 2020.
693 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2021.

Based on JD Financial Services's 13F filing for Q1 2021, filed 18 May 2021.