Litman Gregory Wealth Management’s iShares MBS ETF MBB Stock Holding History

Litman Gregory Wealth Management’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	-74	Closed	-$8K	–	138
2021 Q1	$8K	Hold	74	–	–	﹤0.01%	152
2020 Q4	$8K	Hold	74	–	–	﹤0.01%	153
2020 Q3	$8K	Hold	74	–	–	﹤0.01%	154
2020 Q2	$8K	Hold	74	–	–	﹤0.01%	138
2020 Q1	$8K	Hold	74	–	–	﹤0.01%	130
2019 Q4	$8K	Hold	74	–	–	﹤0.01%	152
2019 Q3	$8K	Sell	74 -200	-73%	-$21.6K	﹤0.01%	141
2019 Q2	$29K	Buy	+274	New	+$29.2K	0.01%	117

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

Litman Gregory Wealth Management's MBB Position: Q2 2021 in Review

Litman Gregory Wealth Management sold out of iShares MBS ETF (MBB) in Q2 2021, closing a stake of 74 shares — an estimated $8K sold.

Litman Gregory Wealth Management first reported a position in MBB in Q2 2019 and held it in 8 quarters. The position peaked at $29K in Q2 2019. 672 funds tracked by Wall St. Rank hold MBB as of Q2 2021.

Litman Gregory Wealth Management reported no remaining iShares MBS ETF position as of Q2 2021 after selling out during the quarter.
Litman Gregory Wealth Management sold 74 iShares MBS ETF shares in Q2 2021, an estimated $8K.
Litman Gregory Wealth Management first reported a position in iShares MBS ETF in Q2 2019 and held it in 8 quarters.
Litman Gregory Wealth Management's iShares MBS ETF position peaked at $29K in Q2 2019.
672 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.