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Selective Wealth Management’s iShares MBS ETF MBB Stock Holding History

Selective 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
Q4 		$346K Sell
3,615
-58
-2% -$5.35K 0.18% 75
2022
Q3 		$336K Sell
3,673
-673
-15% -$65.2K 0.14% 87
2022
Q2 		$424K Buy
4,346
+2,904
+201% +$285K 0.15% 86
2022
Q1 		$147K Sell
1,442
-338
-19% -$35.3K 0.05% 165
2021
Q4 		$191K Buy
1,780
+893
+101% +$96.1K 0.08% 124
2021
Q3 		$96K Buy
+887
New +$96.2K 0.05% 191

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

Selective Wealth Management's MBB Position: Q4 2022 in Review

Selective Wealth Management reduced its iShares MBS ETF (MBB) stake by 1.6% in Q4 2022, selling an estimated $5.35K and leaving 3,615 shares worth $346K. The position accounts for 0.18% of the portfolio, ranked #75.

Selective Wealth Management first reported a position in MBB in Q3 2021 and has held it in 6 quarters since. The position peaked at $424K in Q2 2022. 750 funds tracked by Wall St. Rank hold MBB as of Q4 2022.

  • Selective Wealth Management held 3,615 shares of iShares MBS ETF worth $346K as of Q4 2022.
  • Selective Wealth Management sold 58 iShares MBS ETF shares in Q4 2022, an estimated $5.35K.
  • iShares MBS ETF made up 0.18% of Selective Wealth Management's portfolio in Q4 2022, its #75 holding.
  • Selective Wealth Management first reported a position in iShares MBS ETF in Q3 2021 and has held it in 6 quarters since.
  • Selective Wealth Management's iShares MBS ETF position peaked at $424K in Q2 2022.
  • 750 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.