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

Phoenix 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
2021
Q3 		– Sell
-33
Closed -$4K – 386
2021
Q2 		$4K Hold
33
– – ﹤0.01% 334
2021
Q1 		$4K Hold
33
– – ﹤0.01% 330
2020
Q4 		$4K Buy
+33
New +$3.63K ﹤0.01% 319

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Phoenix Wealth Advisors's MBB Position: Q3 2021 in Review

Phoenix Wealth Advisors sold out of iShares MBS ETF (MBB) in Q3 2021, closing a stake of 33 shares — an estimated $4K sold.

Phoenix Wealth Advisors first reported a position in MBB in Q4 2020 and held it in 3 quarters. The position peaked at $4K in Q2 2021. 681 funds tracked by Wall St. Rank hold MBB as of Q3 2021.

  • Phoenix Wealth Advisors reported no remaining iShares MBS ETF position as of Q3 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 33 iShares MBS ETF shares in Q3 2021, an estimated $4K.
  • Phoenix Wealth Advisors first reported a position in iShares MBS ETF in Q4 2020 and held it in 3 quarters.
  • Phoenix Wealth Advisors's iShares MBS ETF position peaked at $4K in Q2 2021.
  • 681 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.