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Professional Financial Advisors’s iShares MBS ETF MBB Stock Holding History

Professional Financial 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
-30
Closed -$3K – 296
2022
Q3 		$3K Buy
30
+1
+3% +$97 ﹤0.01% 411
2022
Q2 		$3K Buy
29
+3
+12% +$294 ﹤0.01% 408
2022
Q1 		$3K Sell
26
-86
-77% -$8.97K ﹤0.01% 417
2021
Q4 		$12K Buy
+112
New +$12.1K 0.01% 299

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

Professional Financial Advisors's MBB Position: Q4 2022 in Review

Professional Financial Advisors sold out of iShares MBS ETF (MBB) in Q4 2022, closing a stake of 30 shares — an estimated $3K sold.

Professional Financial Advisors first reported a position in MBB in Q4 2021 and held it in 4 quarters. The position peaked at $12K in Q4 2021. 750 funds tracked by Wall St. Rank hold MBB as of Q4 2022.

  • Professional Financial Advisors reported no remaining iShares MBS ETF position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 30 iShares MBS ETF shares in Q4 2022, an estimated $3K.
  • Professional Financial Advisors first reported a position in iShares MBS ETF in Q4 2021 and held it in 4 quarters.
  • Professional Financial Advisors's iShares MBS ETF position peaked at $12K in Q4 2021.
  • 750 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2022.

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