JNBA Financial Advisors’s iShares MBS ETF MBB Stock Holding History

JNBA Financial 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
2021 Q3	–	Sell	-164	Closed	-$18K	–	744
2021 Q2	$18K	Sell	164 -24	-13%	-$2.6K	﹤0.01%	415
2021 Q1	$20K	Buy	188 +164	+683%	+$18K	﹤0.01%	386
2020 Q4	$3K	Hold	24	–	–	﹤0.01%	530
2020 Q3	$3K	Hold	24	–	–	﹤0.01%	500
2020 Q2	$3K	Hold	24	–	–	﹤0.01%	494
2020 Q1	$3K	Hold	24	–	–	﹤0.01%	489
2019 Q4	$3K	Hold	24	–	–	﹤0.01%	533
2019 Q3	$3K	Sell	24 -74	-76%	-$7.99K	﹤0.01%	518
2019 Q2	$11K	Hold	98	–	–	﹤0.01%	423
2019 Q1	$10K	Buy	98 +74	+308%	+$7.78K	﹤0.01%	404
2018 Q4	$3K	Buy	+24	New	+$2.47K	﹤0.01%	463
2018 Q3	–	Sell	-24	Closed	-$3K	–	612
2018 Q2	$3K	Buy	+24	New	+$2.49K	﹤0.01%	477
2016 Q1	–	Sell	-508	Closed	-$55K	–	553
2015 Q4	$55K	Hold	508	–	–	0.02%	183
2015 Q3	$56K	Hold	508	–	–	0.02%	174
2015 Q2	$55K	Hold	508	–	–	0.02%	175
2015 Q1	$56K	Hold	508	–	–	0.02%	176
2014 Q4	$56K	Buy	+508	New	+$55.5K	0.02%	176

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JNBA Financial Advisors's MBB Position: Q3 2021 in Review

JNBA Financial Advisors sold out of iShares MBS ETF (MBB) in Q3 2021, closing a stake of 164 shares — an estimated $18K sold.

JNBA Financial Advisors first reported a position in MBB in Q4 2014 and held it in 17 quarters. The position peaked at $56K in Q3 2015. 681 funds tracked by Wall St. Rank hold MBB as of Q3 2021.

JNBA Financial Advisors reported no remaining iShares MBS ETF position as of Q3 2021 after selling out during the quarter.
JNBA Financial Advisors sold 164 iShares MBS ETF shares in Q3 2021, an estimated $18K.
JNBA Financial Advisors first reported a position in iShares MBS ETF in Q4 2014 and held it in 17 quarters.
JNBA Financial Advisors's iShares MBS ETF position peaked at $56K in Q3 2015.
681 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2021.

Based on JNBA Financial Advisors's 13F filing for Q3 2021, filed 10 Nov 2021.