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Riverpoint Wealth Management Holdings’s iShares MBS ETF MBB Stock Holding History

Riverpoint Wealth Management Holdings’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
2021
Q3 		– Sell
-11,795
Closed -$1.28M – 70
2021
Q2 		$1.28M Buy
11,795
+372
+3% +$40.3K 0.35% 36
2021
Q1 		$1.24M Sell
11,423
-4
-0% -$438 0.37% 35
2020
Q4 		$1.26M Sell
11,427
-55
-0.5% -$6.06K 0.4% 35
2020
Q3 		$1.27M Sell
11,482
-118
-1% -$13K 0.46% 31
2020
Q2 		$1.28M Buy
11,600
+253
+2% +$28K 0.5% 30
2020
Q1 		$1.25M Sell
11,347
-275
-2% -$29.9K 0.61% 29
2019
Q4 		$1.26M Buy
11,622
+3,457
+42% +$373K 0.5% 30
2019
Q3 		$884K Buy
8,165
+22
+0.3% +$2.37K 0.39% 30
2019
Q2 		$876K Buy
8,143
+90
+1% +$9.58K 0.4% 30
2019
Q1 		$857K Buy
8,053
+134
+2% +$14.1K 0.41% 30
2018
Q4 		$827K Buy
7,919
+104
+1% +$10.7K 0.46% 27
2018
Q3 		$808K Buy
7,815
+51
+0.7% +$5.29K 0.41% 25
2018
Q2 		$809K Buy
+7,764
New +$806K 0.45% 24

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 $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Riverpoint Wealth Management Holdings's MBB Position: Q3 2021 in Review

Riverpoint Wealth Management Holdings sold out of iShares MBS ETF (MBB) in Q3 2021, closing a stake of 11,795 shares — an estimated $1.28M sold.

Riverpoint Wealth Management Holdings first reported a position in MBB in Q2 2018 and held it in 13 quarters. The position peaked at $1.28M in Q2 2020. 681 funds tracked by Wall St. Rank hold MBB as of Q3 2021.

  • Riverpoint Wealth Management Holdings reported no remaining iShares MBS ETF position as of Q3 2021 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 11,795 iShares MBS ETF shares in Q3 2021, an estimated $1.28M.
  • Riverpoint Wealth Management Holdings first reported a position in iShares MBS ETF in Q2 2018 and held it in 13 quarters.
  • Riverpoint Wealth Management Holdings's iShares MBS ETF position peaked at $1.28M in Q2 2020.
  • 681 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2021.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q3 2021, filed 5 Nov 2021.