Maryland Capital Advisors’s iShares MBS ETF MBB Stock Holding History

Maryland Capital Advisors’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	-851	Closed	-$80.6K	–	255
2023 Q1	$80.6K	Hold	851	–	–	0.07%	92
2022 Q4	$78.9K	Hold	851	–	–	0.07%	91
2022 Q3	$78K	Hold	851	–	–	0.08%	78
2022 Q2	$83K	Buy	+851	New	+$83.5K	0.09%	76

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

Maryland Capital Advisors's MBB Position: Q2 2023 in Review

Maryland Capital Advisors sold out of iShares MBS ETF (MBB) in Q2 2023, closing a stake of 851 shares — an estimated $80.6K sold.

Maryland Capital Advisors first reported a position in MBB in Q2 2022 and held it in 4 quarters. The position peaked at $83K in Q2 2022. 779 funds tracked by Wall St. Rank hold MBB as of Q2 2023.

Maryland Capital Advisors reported no remaining iShares MBS ETF position as of Q2 2023 after selling out during the quarter.
Maryland Capital Advisors sold 851 iShares MBS ETF shares in Q2 2023, an estimated $80.6K.
Maryland Capital Advisors first reported a position in iShares MBS ETF in Q2 2022 and held it in 4 quarters.
Maryland Capital Advisors's iShares MBS ETF position peaked at $83K in Q2 2022.
779 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2023.

Based on Maryland Capital Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.