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SignalPoint Asset Management’s iShares MBS ETF MBB Stock Holding History

SignalPoint Asset 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
2024
Q3 		– Sell
-4,391
Closed -$403K – 272
2024
Q2 		$403K Buy
+4,391
New +$400K 0.11% 168

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Envestnet Asset Management
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LPL Financial
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SignalPoint Asset Management's MBB Position: Q3 2024 in Review

SignalPoint Asset Management sold out of iShares MBS ETF (MBB) in Q3 2024, closing a stake of 4,391 shares — an estimated $403K sold.

SignalPoint Asset Management first reported a position in MBB in Q2 2024 and held it in 1 quarter. The position peaked at $403K in Q2 2024. 873 funds tracked by Wall St. Rank hold MBB as of Q3 2024.

  • SignalPoint Asset Management reported no remaining iShares MBS ETF position as of Q3 2024 after selling out during the quarter.
  • SignalPoint Asset Management sold 4,391 iShares MBS ETF shares in Q3 2024, an estimated $403K.
  • SignalPoint Asset Management first reported a position in iShares MBS ETF in Q2 2024 and held it in 1 quarter.
  • SignalPoint Asset Management's iShares MBS ETF position peaked at $403K in Q2 2024.
  • 873 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2024.

Based on SignalPoint Asset Management's 13F filing for Q3 2024, filed 7 Oct 2024.