National Mutual Funds Management’s iShares MBS ETF MBB Stock Holding History

National Mutual Funds 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 Q1	$17M	Buy	+179,598	New	+$17M	41.42%	2

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

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

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

National Mutual Funds Management's MBB Position: Q1 2023 in Review

National Mutual Funds Management opened a new position in iShares MBS ETF (MBB) in Q1 2023: 179,598 shares worth $17M. The stake represents 41.42% of the portfolio and ranks #2 among its holdings.

742 funds tracked by Wall St. Rank hold MBB as of Q1 2023.

National Mutual Funds Management held 179,598 shares of iShares MBS ETF worth $17M as of Q1 2023.
iShares MBS ETF was a new National Mutual Funds Management position in Q1 2023.
iShares MBS ETF made up 41.42% of National Mutual Funds Management's portfolio in Q1 2023, its #2 holding.
742 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2023.

Based on National Mutual Funds Management's 13F filing for Q1 2023, filed 16 May 2023.