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Resonant Capital Advisors’s iShares MBS ETF MBB Stock Holding History

Resonant Capital 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
2024
Q2 		– Sell
-4,123
Closed -$381K – 352
2024
Q1 		$381K Buy
+4,123
New +$381K 0.03% 227

Other funds holding MBB

Bank of America
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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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Resonant Capital Advisors's MBB Position: Q2 2024 in Review

Resonant Capital Advisors sold out of iShares MBS ETF (MBB) in Q2 2024, closing a stake of 4,123 shares — an estimated $381K sold.

Resonant Capital Advisors first reported a position in MBB in Q1 2024 and held it in 1 quarter. The position peaked at $381K in Q1 2024. 833 funds tracked by Wall St. Rank hold MBB as of Q2 2024.

  • Resonant Capital Advisors reported no remaining iShares MBS ETF position as of Q2 2024 after selling out during the quarter.
  • Resonant Capital Advisors sold 4,123 iShares MBS ETF shares in Q2 2024, an estimated $381K.
  • Resonant Capital Advisors first reported a position in iShares MBS ETF in Q1 2024 and held it in 1 quarter.
  • Resonant Capital Advisors's iShares MBS ETF position peaked at $381K in Q1 2024.
  • 833 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2024.

Based on Resonant Capital Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.