Leelyn Smith’s iShares MBS ETF MBB Stock Holding History

Leelyn Smith’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	-302	Closed	-$28K	–	295
2022 Q4	$28K	Buy	302 +135	+81%	+$12.5K	0.01%	220
2022 Q3	$15K	Buy	167 +119	+248%	+$11.5K	0.01%	258
2022 Q2	$5K	Sell	48 -34	-41%	-$3.33K	﹤0.01%	332
2022 Q1	$8K	Sell	82 -793	-91%	-$82.8K	﹤0.01%	294
2021 Q4	$94K	Buy	875 +6	+0.7%	+$646	0.03%	170
2021 Q3	$94K	Sell	869 -9	-1%	-$976	0.03%	165
2021 Q2	$95K	Sell	878 -100	-10%	-$10.8K	0.03%	167
2021 Q1	$106K	Sell	978 -14	-1%	-$1.53K	0.03%	162
2020 Q4	$109K	Buy	992 +298	+43%	+$32.8K	0.03%	154
2020 Q3	$77K	Sell	694 -45	-6%	-$4.98K	0.03%	175
2020 Q2	$82K	Buy	739 +272	+58%	+$30.1K	0.03%	173
2020 Q1	$52K	Buy	+467	New	+$50.8K	0.03%	165

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 $74.2B AUM 21.09% 1-Year Est. Return

Leelyn Smith's MBB Position: Q1 2023 in Review

Leelyn Smith sold out of iShares MBS ETF (MBB) in Q1 2023, closing a stake of 302 shares — an estimated $28K sold.

Leelyn Smith first reported a position in MBB in Q1 2020 and held it in 12 quarters. The position peaked at $109K in Q4 2020. 742 funds tracked by Wall St. Rank hold MBB as of Q1 2023.

Leelyn Smith reported no remaining iShares MBS ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 302 iShares MBS ETF shares in Q1 2023, an estimated $28K.
Leelyn Smith first reported a position in iShares MBS ETF in Q1 2020 and held it in 12 quarters.
Leelyn Smith's iShares MBS ETF position peaked at $109K in Q4 2020.
742 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.