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PSI Advisors’s iShares MBS ETF MBB Stock Holding History

PSI 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
2026
Q1 		$224K Buy
+2,357
New +$225K 0.05% 144
2025
Q2 		– Sell
-1,657
Closed -$155K – 441
2025
Q1 		$155K Sell
1,657
-400
-19% -$37K 0.05% 130
2024
Q4 		$189K Buy
2,057
+1,244
+153% +$116K 0.06% 125
2024
Q3 		$77.9K Buy
813
+359
+79% +$33.9K 0.02% 213
2024
Q2 		$41.7K Buy
454
+435
+2,289% +$39.6K 0.01% 279
2024
Q1 		$1.76K Hold
19
– – ﹤0.01% 669
2023
Q4 		$1.79K Hold
19
– – ﹤0.01% 722
2023
Q3 		$1.69K Hold
19
– – ﹤0.01% 696
2023
Q2 		$1.77K Hold
19
– – ﹤0.01% 669
2023
Q1 		$1.8K Hold
19
– – ﹤0.01% 616
2022
Q4 		$1.76K Hold
19
– – ﹤0.01% 617
2022
Q3 		$2K Hold
19
– – ﹤0.01% 629
2022
Q2 		$2K Hold
19
– – ﹤0.01% 671
2022
Q1 		$2K Hold
19
– – ﹤0.01% 630
2021
Q4 		$2K Sell
19
-6
-24% -$646 ﹤0.01% 673
2021
Q3 		$3K Buy
+25
New +$2.71K ﹤0.01% 631
2020
Q1 		– Sell
-38
Closed -$4K – 387
2019
Q4 		$4K Buy
+38
New +$4.11K ﹤0.01% 576

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 $1.47T 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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return