Resource Planning Group’s iShares MBS ETF MBB Stock Holding History

Resource Planning Group’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	-3,383	Closed	-$310K	–	65
2022 Q3	$310K	Buy	+3,383	New	+$328K	0.27%	53
2021 Q4	–	Sell	-2,518	Closed	-$272K	–	79
2021 Q3	$272K	Buy	2,518 +65	+3%	+$7.05K	0.17%	66
2021 Q2	$265K	Buy	+2,453	New	+$266K	0.15%	65

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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 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

Resource Planning Group's MBB Position: Q4 2022 in Review

Resource Planning Group sold out of iShares MBS ETF (MBB) in Q4 2022, closing a stake of 3,383 shares — an estimated $310K sold.

Resource Planning Group first reported a position in MBB in Q2 2021 and held it in 3 quarters. The position peaked at $310K in Q3 2022. 750 funds tracked by Wall St. Rank hold MBB as of Q4 2022.

Resource Planning Group reported no remaining iShares MBS ETF position as of Q4 2022 after selling out during the quarter.
Resource Planning Group sold 3,383 iShares MBS ETF shares in Q4 2022, an estimated $310K.
Resource Planning Group first reported a position in iShares MBS ETF in Q2 2021 and held it in 3 quarters.
Resource Planning Group's iShares MBS ETF position peaked at $310K in Q3 2022.
750 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2022.

Based on Resource Planning Group's 13F filing for Q4 2022, filed 31 Jan 2023.