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Retirement Financial Solutions’s iShares MBS ETF MBB Stock Holding History

Retirement Financial Solutions’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
-787
Closed -$73K – 160
2022
Q4 		$73K Buy
+787
New +$72.6K 0.06% 38

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BlackRock
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Retirement Financial Solutions's MBB Position: Q1 2023 in Review

Retirement Financial Solutions sold out of iShares MBS ETF (MBB) in Q1 2023, closing a stake of 787 shares — an estimated $73K sold.

Retirement Financial Solutions first reported a position in MBB in Q4 2022 and held it in 1 quarter. The position peaked at $73K in Q4 2022. 742 funds tracked by Wall St. Rank hold MBB as of Q1 2023.

  • Retirement Financial Solutions reported no remaining iShares MBS ETF position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 787 iShares MBS ETF shares in Q1 2023, an estimated $73K.
  • Retirement Financial Solutions first reported a position in iShares MBS ETF in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's iShares MBS ETF position peaked at $73K in Q4 2022.
  • 742 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.