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Peterson Financial Group’s iShares MBS ETF MBB Stock Holding History

Peterson Financial Group’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
2024
Q3 		$6.58K Buy
+69
New +$6.52K 0.03% 259

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Peterson Financial Group's MBB Position: Q3 2024 in Review

Peterson Financial Group opened a new position in iShares MBS ETF (MBB) in Q3 2024: 69 shares worth $6.58K. The stake represents 0.03% of the portfolio and ranks #259 among its holdings.

874 funds tracked by Wall St. Rank hold MBB as of Q3 2024.

  • Peterson Financial Group held 69 shares of iShares MBS ETF worth $6.58K as of Q3 2024.
  • iShares MBS ETF was a new Peterson Financial Group position in Q3 2024.
  • iShares MBS ETF made up 0.03% of Peterson Financial Group's portfolio in Q3 2024, its #259 holding.
  • 874 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.