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Outlook Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Outlook Wealth 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
2022
Q4 		– Sell
-2,198
Closed -$201K – 194
2022
Q3 		$201K Sell
2,198
-72
-3% -$6.98K 0.09% 177
2022
Q2 		$222K Sell
2,270
-151
-6% -$14.8K 0.09% 179
2022
Q1 		$247K Sell
2,421
-5
-0.2% -$522 0.08% 176
2021
Q4 		$261K Sell
2,426
-197
-8% -$21.2K 0.08% 179
2021
Q3 		$284K Sell
2,623
-246
-9% -$26.7K 0.09% 182
2021
Q2 		$311K Sell
2,869
-959
-25% -$104K 0.1% 176
2021
Q1 		$415K Buy
3,828
+41
+1% +$4.49K 0.14% 157
2020
Q4 		$417K Sell
3,787
-34
-0.9% -$3.74K 0.15% 143
2020
Q3 		$422K Sell
3,821
-199
-5% -$22K 0.17% 123
2020
Q2 		$445K Sell
4,020
-119
-3% -$13.2K 0.19% 112
2020
Q1 		$457K Buy
+4,139
New +$450K 0.26% 80

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Outlook Wealth Advisors's MBB Position: Q4 2022 in Review

Outlook Wealth Advisors sold out of iShares MBS ETF (MBB) in Q4 2022, closing a stake of 2,198 shares — an estimated $201K sold.

Outlook Wealth Advisors first reported a position in MBB in Q1 2020 and held it in 11 quarters. The position peaked at $457K in Q1 2020. 750 funds tracked by Wall St. Rank hold MBB as of Q4 2022.

  • Outlook Wealth Advisors reported no remaining iShares MBS ETF position as of Q4 2022 after selling out during the quarter.
  • Outlook Wealth Advisors sold 2,198 iShares MBS ETF shares in Q4 2022, an estimated $201K.
  • Outlook Wealth Advisors first reported a position in iShares MBS ETF in Q1 2020 and held it in 11 quarters.
  • Outlook Wealth Advisors's iShares MBS ETF position peaked at $457K in Q1 2020.
  • 750 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2022.

Based on Outlook Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.