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Kowal Investment Group’s iShares MBS ETF MBB Stock Holding History

Kowal Investment Group’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 		– Sell
-3,253
Closed -$308K – 165
2023
Q1 		$308K Buy
3,253
+428
+15% +$40.4K 0.09% 111
2022
Q4 		$262K Buy
+2,825
New +$261K 0.08% 128

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

Kowal Investment Group's MBB Position: Q2 2023 in Review

Kowal Investment Group sold out of iShares MBS ETF (MBB) in Q2 2023, closing a stake of 3,253 shares — an estimated $308K sold.

Kowal Investment Group first reported a position in MBB in Q4 2022 and held it in 2 quarters. The position peaked at $308K in Q1 2023. 779 funds tracked by Wall St. Rank hold MBB as of Q2 2023.

  • Kowal Investment Group reported no remaining iShares MBS ETF position as of Q2 2023 after selling out during the quarter.
  • Kowal Investment Group sold 3,253 iShares MBS ETF shares in Q2 2023, an estimated $308K.
  • Kowal Investment Group first reported a position in iShares MBS ETF in Q4 2022 and held it in 2 quarters.
  • Kowal Investment Group's iShares MBS ETF position peaked at $308K in Q1 2023.
  • 779 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2023.

Based on Kowal Investment Group's 13F filing for Q2 2023, filed 18 Jul 2023.