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Simplex Trading’s
iShares MBS ETF
MBB
Stock Holding History
Simplex Trading’s Portfolio
MBB Stock Details
MBB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-64,585
Closed
-$6.08M
–
9426
2023
Q4
$6.08M
Buy
64,585
+63,368
+5,207%
+$5.68M
﹤0.01%
1412
2023
Q3
$108K
Buy
+1,217
New
+$111K
﹤0.01%
5004
2023
Q2
–
Sell
-7,640
Closed
-$723K
–
9534
2023
Q1
$723K
Buy
+7,640
New
+$721K
﹤0.01%
2901
2022
Q1
–
Sell
-981
Closed
-$105K
–
11001
2021
Q4
$105K
Buy
+981
New
+$106K
﹤0.01%
6184
2021
Q2
–
Sell
-432
Closed
-$46K
–
10421
2021
Q1
$46K
Buy
432
+59
+16%
+$6.46K
﹤0.01%
6719
2020
Q4
$41K
Buy
+373
New
+$41.1K
﹤0.01%
6386
2020
Q3
–
Sell
-4,932
Closed
-$545K
–
8171
2020
Q2
$545K
Buy
+4,932
New
+$546K
﹤0.01%
2791
2020
Q1
–
Sell
-4,000
Closed
–
–
7978
2019
Q4
$0
Buy
4,000
+2,708
+210%
+$293K
﹤0.01%
7672
2019
Q3
$139K
Buy
+1,292
New
+$139K
﹤0.01%
3957
2016
Q1
–
Sell
-543
Closed
-$58K
–
5951
2015
Q4
$58K
Buy
+543
New
+$59.1K
﹤0.01%
1802
2015
Q2
–
Sell
-326
Closed
-$35K
–
5566
2015
Q1
$35K
Buy
+326
New
+$35.8K
﹤0.01%
1831
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
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Jane Street
New York
$777B AUM
61.18%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
CSIA
Charles Schwab Investment Advisory
San Francisco, California
$72.8B AUM
10.03%
1-Year Est. Return
TIAA Trust, National Association
Charlotte, North Carolina
$1.65B AUM
16.63%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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