LWM Advisory Services’s iShares MBS ETF MBB Stock Holding History

LWM Advisory Services’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
2022 Q4	–	Sell	-2,692	Closed	-$247K	–	111
2022 Q3	$247K	Buy	+2,692	New	+$261K	0.28%	97
2022 Q1	–	Sell	-2,401	Closed	-$258K	–	120
2021 Q4	$258K	Buy	+2,401	New	+$258K	0.32%	88

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

LWM Advisory Services's MBB Position: Q4 2022 in Review

LWM Advisory Services sold out of iShares MBS ETF (MBB) in Q4 2022, closing a stake of 2,692 shares — an estimated $247K sold.

LWM Advisory Services first reported a position in MBB in Q4 2021 and held it in 2 quarters. The position peaked at $258K in Q4 2021. 750 funds tracked by Wall St. Rank hold MBB as of Q4 2022.

LWM Advisory Services reported no remaining iShares MBS ETF position as of Q4 2022 after selling out during the quarter.
LWM Advisory Services sold 2,692 iShares MBS ETF shares in Q4 2022, an estimated $247K.
LWM Advisory Services first reported a position in iShares MBS ETF in Q4 2021 and held it in 2 quarters.
LWM Advisory Services's iShares MBS ETF position peaked at $258K in Q4 2021.
750 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.