Seven Springs Wealth Group’s iShares MBS ETF MBB Stock Holding History

Seven Springs Wealth Group’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	-60,577	Closed	-$5.91M	–	63
2022 Q2	$5.91M	Sell	60,577 -22,646	-27%	-$2.22M	2.96%	6
2022 Q1	$8.48M	Sell	83,223 -7,524	-8%	-$785K	4.02%	5
2021 Q4	$9.75M	Sell	90,747 -4,227	-4%	-$455K	4.45%	4
2021 Q3	$10.3M	Sell	94,974 -274	-0.3%	-$29.7K	5.03%	5
2021 Q2	$10.3M	Sell	95,248 -3,346	-3%	-$363K	4.46%	6
2021 Q1	$10.7M	Sell	98,594 -1,295	-1%	-$142K	5.04%	6
2020 Q4	$11M	Buy	99,889 +4,605	+5%	+$507K	5.69%	6
2020 Q3	$10.5M	Buy	95,284 +3,678	+4%	+$407K	6.61%	6
2020 Q2	$10.1M	Buy	91,606 +13,612	+17%	+$1.51M	6.46%	5
2020 Q1	$8.61M	Sell	77,994 -3,520	-4%	-$383K	6.07%	5
2019 Q4	$8.81M	Buy	+81,514	New	+$8.81M	5.98%	5

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 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 $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Seven Springs Wealth Group's MBB Position: Q3 2022 in Review

Seven Springs Wealth Group sold out of iShares MBS ETF (MBB) in Q3 2022, closing a stake of 60,577 shares — an estimated $5.91M sold.

Seven Springs Wealth Group first reported a position in MBB in Q4 2019 and held it in 11 quarters. The position peaked at $11M in Q4 2020. 679 funds tracked by Wall St. Rank hold MBB as of Q3 2022.

Seven Springs Wealth Group reported no remaining iShares MBS ETF position as of Q3 2022 after selling out during the quarter.
Seven Springs Wealth Group sold 60,577 iShares MBS ETF shares in Q3 2022, an estimated $5.91M.
Seven Springs Wealth Group first reported a position in iShares MBS ETF in Q4 2019 and held it in 11 quarters.
Seven Springs Wealth Group's iShares MBS ETF position peaked at $11M in Q4 2020.
679 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2022.

Based on Seven Springs Wealth Group's 13F filing for Q3 2022, filed 21 Oct 2022.