PSUF
MBB icon

People's United Financial’s iShares MBS ETF MBB Stock Holding History

People's United Financial’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
Q1 		$22.1M Sell
217,312
-40,843
-16% -$4.26M 0.63% 42
2021
Q4 		$27.7M Sell
258,155
-26,040
-9% -$2.8M 0.67% 42
2021
Q3 		$30.7M Sell
284,195
-25,747
-8% -$2.79M 0.69% 35
2021
Q2 		$33.5M Sell
309,942
-42,066
-12% -$4.56M 0.75% 31
2021
Q1 		$38.2M Sell
352,008
-22,864
-6% -$2.5M 0.91% 23
2020
Q4 		$41.3M Buy
374,872
+17,022
+5% +$1.87M 1.02% 20
2020
Q3 		$39.5M Buy
357,850
+45,929
+15% +$5.08M 1.1% 17
2020
Q2 		$34.5M Buy
311,921
+81,083
+35% +$8.98M 1.01% 27
2020
Q1 		$25.5M Buy
230,838
+50,327
+28% +$5.48M 0.88% 29
2019
Q4 		$19.5M Buy
180,511
+63,305
+54% +$6.84M 0.53% 52
2019
Q3 		$12.7M Buy
117,206
+57,011
+95% +$6.15M 0.36% 70
2019
Q2 		$6.48M Buy
+60,195
New +$6.4M 0.18% 117
2017
Q3 		– Sell
-791
Closed -$84K – 761
2017
Q2 		$84K Buy
791
+75
+10% +$8.03K ﹤0.01% 689
2017
Q1 		$76K Buy
716
+111
+18% +$11.8K ﹤0.01% 686
2016
Q4 		$64K Hold
605
– – ﹤0.01% 683
2016
Q3 		$67K Hold
605
– – ﹤0.01% 533
2016
Q2 		$67K Hold
605
– – ﹤0.01% 528
2016
Q1 		$66K Hold
605
– – ﹤0.01% 531
2015
Q4 		$65K Hold
605
– – ﹤0.01% 549
2015
Q3 		$66K Hold
605
– – ﹤0.01% 535
2015
Q2 		$66K Hold
605
– – ﹤0.01% 535
2015
Q1 		$67K Hold
605
– – ﹤0.01% 529
2014
Q4 		$66K Hold
605
– – ﹤0.01% 529
2014
Q3 		$65K Hold
605
– – ﹤0.01% 526
2014
Q2 		$65K Hold
605
– – ﹤0.01% 538
2014
Q1 		$64K Hold
605
– – ﹤0.01% 501
2013
Q4 		$63K Hold
605
– – ﹤0.01% 499
2013
Q3 		$64K Hold
605
– – ﹤0.01% 496
2013
Q2 		$64K Buy
+605
New +$64.7K ﹤0.01% 467

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

People's United Financial's MBB Position: Q1 2022 in Review

People's United Financial reduced its iShares MBS ETF (MBB) stake by 16% in Q1 2022, selling an estimated $4.26M and leaving 217,312 shares worth $22.1M. The position accounts for 0.63% of the portfolio, ranked #42.

People's United Financial first reported a position in MBB in Q2 2013 and has held it in 29 quarters since. The position peaked at $41.3M in Q4 2020. 711 funds tracked by Wall St. Rank hold MBB as of Q1 2022.

  • People's United Financial held 217,312 shares of iShares MBS ETF worth $22.1M as of Q1 2022.
  • People's United Financial sold 40,843 iShares MBS ETF shares in Q1 2022, an estimated $4.26M.
  • iShares MBS ETF made up 0.63% of People's United Financial's portfolio in Q1 2022, its #42 holding.
  • People's United Financial first reported a position in iShares MBS ETF in Q2 2013 and has held it in 29 quarters since.
  • People's United Financial's iShares MBS ETF position peaked at $41.3M in Q4 2020.
  • 711 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.