SCFS
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S.C. Financial Services’s iShares MBS ETF MBB Stock Holding History

S.C. Financial Services’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 		$268K Buy
+2,892
New +$267K 0.41% 82

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LPL Financial
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
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

S.C. Financial Services's MBB Position: Q4 2022 in Review

S.C. Financial Services opened a new position in iShares MBS ETF (MBB) in Q4 2022: 2,892 shares worth $268K. The stake represents 0.41% of the portfolio and ranks #82 among its holdings.

750 funds tracked by Wall St. Rank hold MBB as of Q4 2022.

  • S.C. Financial Services held 2,892 shares of iShares MBS ETF worth $268K as of Q4 2022.
  • iShares MBS ETF was a new S.C. Financial Services position in Q4 2022.
  • iShares MBS ETF made up 0.41% of S.C. Financial Services's portfolio in Q4 2022, its #82 holding.
  • 750 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.