Lee Capital Holdings’s iShares MBS ETF MBB Stock Holding History

Lee Capital Holdings’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 Q2	–	Sell	-8,040	Closed	-$872K	–	73
2021 Q1	$872K	Buy	+8,040	New	+$881K	0.39%	69

Other funds holding MBB

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lee Capital Holdings's MBB Position: Q2 2021 in Review

Lee Capital Holdings sold out of iShares MBS ETF (MBB) in Q2 2021, closing a stake of 8,040 shares — an estimated $872K sold.

Lee Capital Holdings first reported a position in MBB in Q1 2021 and held it in 1 quarter. The position peaked at $872K in Q1 2021. 672 funds tracked by Wall St. Rank hold MBB as of Q2 2021.

Lee Capital Holdings reported no remaining iShares MBS ETF position as of Q2 2021 after selling out during the quarter.
Lee Capital Holdings sold 8,040 iShares MBS ETF shares in Q2 2021, an estimated $872K.
Lee Capital Holdings first reported a position in iShares MBS ETF in Q1 2021 and held it in 1 quarter.
Lee Capital Holdings's iShares MBS ETF position peaked at $872K in Q1 2021.
672 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2021.

Based on Lee Capital Holdings's 13F filing for Q2 2021, filed 16 Aug 2021.