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SevenBridge Financial Group’s iShares MBS ETF MBB Stock Holding History

SevenBridge Financial 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
2021
Q4 		– Sell
-2,149
Closed -$232K – 171
2021
Q3 		$232K Sell
2,149
-56
-3% -$6.07K 0.08% 157
2021
Q2 		$239K Buy
2,205
+9
+0.4% +$976 0.08% 153
2021
Q1 		$238K Sell
2,196
-202
-8% -$22.1K 0.09% 141
2020
Q4 		$264K Sell
2,398
-22
-0.9% -$2.42K 0.1% 133
2020
Q3 		$267K Buy
2,420
+461
+24% +$51K 0.12% 118
2020
Q2 		$217K Sell
1,959
-5
-0.3% -$554 0.11% 128
2020
Q1 		$217K Sell
1,964
-7
-0.4% -$762 0.13% 118
2019
Q4 		$213K Buy
+1,971
New +$213K 0.06% 147
2019
Q3 		– Sell
-1,125
Closed -$121K – 398
2019
Q2 		$121K Buy
1,125
+967
+612% +$103K 0.04% 187
2019
Q1 		$17K Buy
158
+98
+163% +$10.3K 0.01% 357
2018
Q4 		$6K Hold
60
– – ﹤0.01% 422
2018
Q3 		$6K Hold
60
– – ﹤0.01% 469
2018
Q2 		$6K Hold
60
– – ﹤0.01% 479
2018
Q1 		$6K Hold
60
– – ﹤0.01% 486
2017
Q4 		$6K Sell
60
-22
-27% -$2.35K ﹤0.01% 491
2017
Q3 		$9K Hold
82
– – 0.01% 458
2017
Q2 		$9K Hold
82
– – 0.01% 466
2017
Q1 		$9K Sell
82
-29
-26% -$3.08K 0.01% 447
2016
Q4 		$12K Hold
111
– – 0.01% 420
2016
Q3 		$12K Hold
111
– – 0.01% 415
2016
Q2 		$12K Buy
+111
New +$12.1K 0.01% 492

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SevenBridge Financial Group's MBB Position: Q4 2021 in Review

SevenBridge Financial Group sold out of iShares MBS ETF (MBB) in Q4 2021, closing a stake of 2,149 shares — an estimated $232K sold.

SevenBridge Financial Group first reported a position in MBB in Q2 2016 and held it in 21 quarters. The position peaked at $267K in Q3 2020. 722 funds tracked by Wall St. Rank hold MBB as of Q4 2021.

  • SevenBridge Financial Group reported no remaining iShares MBS ETF position as of Q4 2021 after selling out during the quarter.
  • SevenBridge Financial Group sold 2,149 iShares MBS ETF shares in Q4 2021, an estimated $232K.
  • SevenBridge Financial Group first reported a position in iShares MBS ETF in Q2 2016 and held it in 21 quarters.
  • SevenBridge Financial Group's iShares MBS ETF position peaked at $267K in Q3 2020.
  • 722 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2021.

Based on SevenBridge Financial Group's 13F filing for Q4 2021, filed 20 Jan 2022.