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MBM Wealth Consultants’s iShares MBS ETF MBB Stock Holding History

MBM Wealth Consultants’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
Q1 		– Sell
-96
Closed -$9K – 318
2022
Q4 		$9K Buy
+96
New +$8.86K ﹤0.01% 232
2022
Q2 		– Sell
-64,592
Closed -$6.58M – 298
2022
Q1 		$6.58M Buy
64,592
+3,584
+6% +$374K 2.73% 11
2021
Q4 		$6.55M Buy
61,008
+4,344
+8% +$468K 2.72% 13
2021
Q3 		$6.13M Buy
56,664
+4,419
+8% +$479K 2.8% 13
2021
Q2 		$5.65M Buy
+52,245
New +$5.66M 2.65% 13

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MBM Wealth Consultants's MBB Position: Q1 2023 in Review

MBM Wealth Consultants sold out of iShares MBS ETF (MBB) in Q1 2023, closing a stake of 96 shares — an estimated $9K sold.

MBM Wealth Consultants first reported a position in MBB in Q2 2021 and held it in 5 quarters. The position peaked at $6.58M in Q1 2022. 743 funds tracked by Wall St. Rank hold MBB as of Q1 2023.

  • MBM Wealth Consultants reported no remaining iShares MBS ETF position as of Q1 2023 after selling out during the quarter.
  • MBM Wealth Consultants sold 96 iShares MBS ETF shares in Q1 2023, an estimated $9K.
  • MBM Wealth Consultants first reported a position in iShares MBS ETF in Q2 2021 and held it in 5 quarters.
  • MBM Wealth Consultants's iShares MBS ETF position peaked at $6.58M in Q1 2022.
  • 743 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2023.

Based on MBM Wealth Consultants's 13F filing for Q1 2023, filed 31 May 2023.