Romano Brothers & Co’s iShares MBS ETF MBB Stock Holding History

Romano Brothers & Co’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	-204	Closed	-$18.9K	–	675
2022 Q4	$18.9K	Buy	+204	New	+$18.8K	﹤0.01%	625

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

Romano Brothers & Co's MBB Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares MBS ETF (MBB) in Q1 2023, closing a stake of 204 shares — an estimated $18.9K sold.

Romano Brothers & Co first reported a position in MBB in Q4 2022 and held it in 1 quarter. The position peaked at $18.9K in Q4 2022. 742 funds tracked by Wall St. Rank hold MBB as of Q1 2023.

Romano Brothers & Co reported no remaining iShares MBS ETF position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 204 iShares MBS ETF shares in Q1 2023, an estimated $18.9K.
Romano Brothers & Co first reported a position in iShares MBS ETF in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's iShares MBS ETF position peaked at $18.9K in Q4 2022.
742 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.