Parsec Financial Management’s iShares MBS ETF MBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$5.92M Buy
62,494
+37,014
+145% +$3.5M 0.25% 81
2022
Q4
$2.36M Buy
+25,480
New +$2.35M 0.11% 124

Other funds holding MBB

Parsec Financial Management's MBB Position: Q1 2023 in Review

Parsec Financial Management increased its iShares MBS ETF (MBB) stake by 145% in Q1 2023, buying an estimated $3.5M and bringing the position to 62,494 shares worth $5.92M. The position accounts for 0.25% of the portfolio, ranked #81.

Parsec Financial Management first reported a position in MBB in Q4 2022 and has held it in 2 quarters since. 743 funds tracked by Wall St. Rank hold MBB as of Q1 2023.

  • Parsec Financial Management held 62,494 shares of iShares MBS ETF worth $5.92M as of Q1 2023.
  • Parsec Financial Management bought 37,014 iShares MBS ETF shares in Q1 2023, an estimated $3.5M.
  • iShares MBS ETF made up 0.25% of Parsec Financial Management's portfolio in Q1 2023, its #81 holding.
  • Parsec Financial Management first reported a position in iShares MBS ETF in Q4 2022 and has held it in 2 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2023.

Based on Parsec Financial Management's 13F filing for Q1 2023, filed 6 Apr 2023.