Manchester Capital Management’s iShares MBS ETF MBB Stock Holding History

Manchester Capital 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
2023 Q2	–	Sell	-6	Closed	-$569	–	1072
2023 Q1	$569	Hold	6	–	–	﹤0.01%	987
2022 Q4	$556	Hold	6	–	–	﹤0.01%	896
2022 Q3	$1K	Buy	+6	New	+$582	﹤0.01%	791

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CSIA

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Manchester Capital Management's MBB Position: Q2 2023 in Review

Manchester Capital Management sold out of iShares MBS ETF (MBB) in Q2 2023, closing a stake of 6 shares — an estimated $569 sold.

Manchester Capital Management first reported a position in MBB in Q3 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 779 funds tracked by Wall St. Rank hold MBB as of Q2 2023.

Manchester Capital Management reported no remaining iShares MBS ETF position as of Q2 2023 after selling out during the quarter.
Manchester Capital Management sold 6 iShares MBS ETF shares in Q2 2023, an estimated $569.
Manchester Capital Management first reported a position in iShares MBS ETF in Q3 2022 and held it in 3 quarters.
Manchester Capital Management's iShares MBS ETF position peaked at $1K in Q3 2022.
779 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2023.

Based on Manchester Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.