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Kistler-Tiffany Companies’s iShares MBS ETF MBB Stock Holding History

Kistler-Tiffany Companies’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
2023
Q2 		$467 Buy
+5
New +$470 ﹤0.01% 869
2018
Q1 		– Sell
-450
Closed -$48K – 574
2017
Q4 		$48K Hold
450
– – 0.02% 291
2017
Q3 		$48K Buy
+450
New +$48.2K 0.02% 278

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Kistler-Tiffany Companies's MBB Position: Q2 2023 in Review

Kistler-Tiffany Companies opened a new position in iShares MBS ETF (MBB) in Q2 2023: 5 shares worth $467. The stake represents ﹤0.01% of the portfolio and ranks #869 among its holdings. This is a return to the name: Kistler-Tiffany Companies previously reported a position in MBB as recently as Q4 2017.

Kistler-Tiffany Companies first reported a position in MBB in Q3 2017 and has held it in 3 quarters since. The position peaked at $48K in Q4 2017. 779 funds tracked by Wall St. Rank hold MBB as of Q2 2023.

  • Kistler-Tiffany Companies held 5 shares of iShares MBS ETF worth $467 as of Q2 2023.
  • iShares MBS ETF was a new Kistler-Tiffany Companies position in Q2 2023.
  • iShares MBS ETF made up ﹤0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #869 holding.
  • Kistler-Tiffany Companies first reported a position in iShares MBS ETF in Q3 2017 and has held it in 3 quarters since.
  • Kistler-Tiffany Companies's iShares MBS ETF position peaked at $48K in Q4 2017.
  • 779 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.