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Macroview Investment Management’s iShares MBS ETF MBB Stock Holding History

Macroview Investment 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
2024
Q1 		– Sell
-11,210
Closed -$1.05M – 676
2023
Q4 		$1.05M Buy
+11,210
New +$1.01M 1.24% 23
2018
Q2 		– Sell
-125
Closed -$13K – 299
2018
Q1 		$13K Hold
125
– – 0.05% 103
2017
Q4 		$13K Hold
125
– – 0.06% 72
2017
Q3 		$13K Sell
125
-144
-54% -$15.4K 0.06% 81
2017
Q2 		$29K Buy
269
+144
+115% +$15.4K 0.16% 50
2017
Q1 		$13K Hold
125
– – 0.07% 60
2016
Q4 		$13K Hold
125
– – 0.07% 58
2016
Q3 		$14K Hold
125
– – 0.06% 59
2016
Q2 		$14K Hold
125
– – 0.06% 54
2016
Q1 		$14K Sell
125
-583
-82% -$63.5K 0.06% 54
2015
Q4 		$76K Sell
708
-494
-41% -$53.8K 0.24% 31
2015
Q3 		$132K Sell
1,202
-208
-15% -$22.7K 0.24% 29
2015
Q2 		$153K Sell
1,410
-98
-6% -$10.7K 0.17% 31
2015
Q1 		$166K Sell
1,508
-1,386
-48% -$152K 0.15% 37
2014
Q4 		$316K Sell
2,894
-668
-19% -$72.9K 0.33% 36
2014
Q3 		$385K Sell
3,562
-1,470
-29% -$159K 0.52% 29
2014
Q2 		$545K Sell
5,032
-4,185
-45% -$449K 0.72% 26
2014
Q1 		$978K Sell
9,217
-57,643
-86% -$6.11M 1.48% 25
2013
Q4 		$6.99M Sell
66,860
-20,551
-24% -$2.17M 12.52% 1
2013
Q3 		$9.26M Sell
87,411
-91,824
-51% -$9.6M 15.95% 1
2013
Q2 		$18.9M Buy
+179,235
New +$19.2M 19.66% 2

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

Macroview Investment Management's MBB Position: Q1 2024 in Review

Macroview Investment Management sold out of iShares MBS ETF (MBB) in Q1 2024, closing a stake of 11,210 shares — an estimated $1.05M sold.

Macroview Investment Management first reported a position in MBB in Q2 2013 and held it in 21 quarters. The position peaked at $18.9M in Q2 2013. 840 funds tracked by Wall St. Rank hold MBB as of Q1 2024.

  • Macroview Investment Management reported no remaining iShares MBS ETF position as of Q1 2024 after selling out during the quarter.
  • Macroview Investment Management sold 11,210 iShares MBS ETF shares in Q1 2024, an estimated $1.05M.
  • Macroview Investment Management first reported a position in iShares MBS ETF in Q2 2013 and held it in 21 quarters.
  • Macroview Investment Management's iShares MBS ETF position peaked at $18.9M in Q2 2013.
  • 840 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2024.

Based on Macroview Investment Management's 13F filing for Q1 2024, filed 30 Apr 2024.