Lantz Financial’s iShares MBS ETF MBB Stock Holding History

Lantz Financial’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 Q1	–	Sell	-9,725	Closed	-$902K	–	196
2022 Q4	$902K	Buy	+9,725	New	+$897K	0.41%	66

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lantz Financial's MBB Position: Q1 2023 in Review

Lantz Financial sold out of iShares MBS ETF (MBB) in Q1 2023, closing a stake of 9,725 shares — an estimated $902K sold.

Lantz Financial first reported a position in MBB in Q4 2022 and held it in 1 quarter. The position peaked at $902K in Q4 2022. 743 funds tracked by Wall St. Rank hold MBB as of Q1 2023.

Lantz Financial reported no remaining iShares MBS ETF position as of Q1 2023 after selling out during the quarter.
Lantz Financial sold 9,725 iShares MBS ETF shares in Q1 2023, an estimated $902K.
Lantz Financial first reported a position in iShares MBS ETF in Q4 2022 and held it in 1 quarter.
Lantz Financial's iShares MBS ETF position peaked at $902K in Q4 2022.
743 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2023.

Based on Lantz Financial's 13F filing for Q1 2023, filed 10 Apr 2023.