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Joseph P. Lucia & Associates’s iShares MBS ETF MBB Stock Holding History

Joseph P. Lucia & Associates’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
-85
Closed -$9K – 372
2021
Q3 		$9K Hold
85
– – 0.01% 390
2021
Q2 		$9K Hold
85
– – 0.01% 393
2021
Q1 		$9K Buy
+85
New +$9.31K ﹤0.01% 373

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Joseph P. Lucia & Associates's MBB Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of iShares MBS ETF (MBB) in Q4 2021, closing a stake of 85 shares — an estimated $9K sold.

Joseph P. Lucia & Associates first reported a position in MBB in Q1 2021 and held it in 3 quarters. The position peaked at $9K in Q3 2021. 722 funds tracked by Wall St. Rank hold MBB as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining iShares MBS ETF position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 85 iShares MBS ETF shares in Q4 2021, an estimated $9K.
  • Joseph P. Lucia & Associates first reported a position in iShares MBS ETF in Q1 2021 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's iShares MBS ETF position peaked at $9K in Q3 2021.
  • 722 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.