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Schrum Private Wealth Management’s iShares MBS ETF MBB Stock Holding History

Schrum Private Wealth Management’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
Q1 		– Sell
-1,947
Closed -$210K – 126
2021
Q4 		$210K Buy
+1,947
New +$210K 0.19% 122

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Schrum Private Wealth Management's MBB Position: Q1 2022 in Review

Schrum Private Wealth Management sold out of iShares MBS ETF (MBB) in Q1 2022, closing a stake of 1,947 shares — an estimated $210K sold.

Schrum Private Wealth Management first reported a position in MBB in Q4 2021 and held it in 1 quarter. The position peaked at $210K in Q4 2021. 710 funds tracked by Wall St. Rank hold MBB as of Q1 2022.

  • Schrum Private Wealth Management reported no remaining iShares MBS ETF position as of Q1 2022 after selling out during the quarter.
  • Schrum Private Wealth Management sold 1,947 iShares MBS ETF shares in Q1 2022, an estimated $210K.
  • Schrum Private Wealth Management first reported a position in iShares MBS ETF in Q4 2021 and held it in 1 quarter.
  • Schrum Private Wealth Management's iShares MBS ETF position peaked at $210K in Q4 2021.
  • 710 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2022.

Based on Schrum Private Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.