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Lighthouse Financial Advisors’s iShares MBS ETF MBB Stock Holding History

Lighthouse Financial Advisors’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
Q1 		$244K Buy
2,252
+253
+13% +$27.7K 0.07% 95
2020
Q4 		$220K Buy
1,999
+39
+2% +$4.29K 0.07% 104
2020
Q3 		$216K Sell
1,960
-134
-6% -$14.8K 0.08% 98
2020
Q2 		$231K Buy
+2,094
New +$232K 0.1% 91

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lighthouse Financial Advisors's MBB Position: Q1 2021 in Review

Lighthouse Financial Advisors increased its iShares MBS ETF (MBB) stake by 13% in Q1 2021, buying an estimated $27.7K and bringing the position to 2,252 shares worth $244K. The position accounts for 0.07% of the portfolio, ranked #95.

Lighthouse Financial Advisors first reported a position in MBB in Q2 2020 and has held it in 4 quarters since. 693 funds tracked by Wall St. Rank hold MBB as of Q1 2021.

  • Lighthouse Financial Advisors held 2,252 shares of iShares MBS ETF worth $244K as of Q1 2021.
  • Lighthouse Financial Advisors bought 253 iShares MBS ETF shares in Q1 2021, an estimated $27.7K.
  • iShares MBS ETF made up 0.07% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #95 holding.
  • Lighthouse Financial Advisors first reported a position in iShares MBS ETF in Q2 2020 and has held it in 4 quarters since.
  • 693 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.