QCM Cayman’s iShares MBS ETF MBB Stock Holding History

QCM Cayman’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
2023 Q1	–	Sell	-2,565	Closed	-$238K	–	73
2022 Q4	$238K	Buy	+2,565	New	+$237K	3.66%	12

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

QCM Cayman's MBB Position: Q1 2023 in Review

QCM Cayman sold out of iShares MBS ETF (MBB) in Q1 2023, closing a stake of 2,565 shares — an estimated $238K sold.

QCM Cayman first reported a position in MBB in Q4 2022 and held it in 1 quarter. The position peaked at $238K in Q4 2022. 742 funds tracked by Wall St. Rank hold MBB as of Q1 2023.

QCM Cayman reported no remaining iShares MBS ETF position as of Q1 2023 after selling out during the quarter.
QCM Cayman sold 2,565 iShares MBS ETF shares in Q1 2023, an estimated $238K.
QCM Cayman first reported a position in iShares MBS ETF in Q4 2022 and held it in 1 quarter.
QCM Cayman's iShares MBS ETF position peaked at $238K in Q4 2022.
742 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2023.

Based on QCM Cayman's 13F filing for Q1 2023, filed 24 Apr 2023.