Sand Hill Global Advisors’s iShares MBS ETF MBB Stock Holding History

Sand Hill Global Advisors’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 Q3	–	Sell	-17,248	Closed	-$1.68M	–	159
2022 Q2	$1.68M	Buy	17,248 +14,334	+492%	+$1.41M	0.1%	88
2022 Q1	$297K	Buy	2,914 +854	+41%	+$89.1K	0.02%	132
2021 Q4	$221K	Buy	2,060 +90	+5%	+$9.69K	0.01%	152
2021 Q3	$213K	Hold	1,970	–	–	0.01%	151
2021 Q2	$213K	Hold	1,970	–	–	0.01%	151
2021 Q1	$214K	Sell	1,970 -1,324	-40%	-$145K	0.01%	134
2020 Q4	$363K	Hold	3,294	–	–	0.02%	110
2020 Q3	$364K	Buy	+3,294	New	+$364K	0.03%	102
2020 Q2	–	Sell	-2,342	Closed	-$259K	–	129
2020 Q1	$259K	Buy	+2,342	New	+$255K	0.02%	106

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sand Hill Global Advisors's MBB Position: Q3 2022 in Review

Sand Hill Global Advisors sold out of iShares MBS ETF (MBB) in Q3 2022, closing a stake of 17,248 shares — an estimated $1.68M sold.

Sand Hill Global Advisors first reported a position in MBB in Q1 2020 and held it in 9 quarters. The position peaked at $1.68M in Q2 2022. 680 funds tracked by Wall St. Rank hold MBB as of Q3 2022.

Sand Hill Global Advisors reported no remaining iShares MBS ETF position as of Q3 2022 after selling out during the quarter.
Sand Hill Global Advisors sold 17,248 iShares MBS ETF shares in Q3 2022, an estimated $1.68M.
Sand Hill Global Advisors first reported a position in iShares MBS ETF in Q1 2020 and held it in 9 quarters.
Sand Hill Global Advisors's iShares MBS ETF position peaked at $1.68M in Q2 2022.
680 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2022.

Based on Sand Hill Global Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.