LWAC
MBB icon

Laurel Wealth Advisors (California)’s iShares MBS ETF MBB Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$702K Buy
7,570
+566
+8% +$52.2K 0.07% 289
2022
Q3 		$641K Buy
7,004
+4,654
+198% +$451K 0.07% 292
2022
Q2 		$229K Sell
2,350
-2,980
-56% -$292K 0.02% 590
2022
Q1 		$543K Buy
+5,330
New +$556K 0.04% 386

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Laurel Wealth Advisors (California)'s MBB Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its iShares MBS ETF (MBB) stake by 8.1% in Q4 2022, buying an estimated $52.2K and bringing the position to 7,570 shares worth $702K. The position accounts for 0.07% of the portfolio, ranked #289.

Laurel Wealth Advisors (California) first reported a position in MBB in Q1 2022 and has held it in 4 quarters since. 750 funds tracked by Wall St. Rank hold MBB as of Q4 2022.

  • Laurel Wealth Advisors (California) held 7,570 shares of iShares MBS ETF worth $702K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 566 iShares MBS ETF shares in Q4 2022, an estimated $52.2K.
  • iShares MBS ETF made up 0.07% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #289 holding.
  • Laurel Wealth Advisors (California) first reported a position in iShares MBS ETF in Q1 2022 and has held it in 4 quarters since.
  • 750 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.