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Lugano Financial Advisors SA (LFA)’s iShares MBS ETF MBB Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2024
Q1 		– Sell
-297
Closed -$27.9K – 178
2023
Q4 		$27.9K Buy
+297
New +$26.6K 0.02% 127
2019
Q2 		$12K Hold
110
– – 0.01% 128
2019
Q1 		$11K Sell
110
-660
-86% -$69.4K 0.01% 123
2018
Q4 		$80K Hold
770
– – 0.06% 116
2018
Q3 		$80K Sell
770
-3,080
-80% -$320K 0.06% 116
2018
Q2 		$398K Buy
+3,850
New +$400K 0.38% 46

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s MBB Position: Q1 2024 in Review

Lugano Financial Advisors SA (LFA) sold out of iShares MBS ETF (MBB) in Q1 2024, closing a stake of 297 shares — an estimated $27.9K sold.

Lugano Financial Advisors SA (LFA) first reported a position in MBB in Q2 2018 and held it in 6 quarters. The position peaked at $398K in Q2 2018. 839 funds tracked by Wall St. Rank hold MBB as of Q1 2024.

  • Lugano Financial Advisors SA (LFA) reported no remaining iShares MBS ETF position as of Q1 2024 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 297 iShares MBS ETF shares in Q1 2024, an estimated $27.9K.
  • Lugano Financial Advisors SA (LFA) first reported a position in iShares MBS ETF in Q2 2018 and held it in 6 quarters.
  • Lugano Financial Advisors SA (LFA)'s iShares MBS ETF position peaked at $398K in Q2 2018.
  • 839 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2024.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2024, filed 3 May 2024.