Stephens Consulting’s iShares MBS ETF MBB Stock Holding History

Stephens Consulting’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
2023 Q2	–	Sell	-40	Closed	-$3.79K	–	519
2023 Q1	$3.79K	Buy	+40	New	+$3.78K	﹤0.01%	418

Other funds holding MBB

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Stephens Consulting's MBB Position: Q2 2023 in Review

Stephens Consulting sold out of iShares MBS ETF (MBB) in Q2 2023, closing a stake of 40 shares — an estimated $3.79K sold.

Stephens Consulting first reported a position in MBB in Q1 2023 and held it in 1 quarter. The position peaked at $3.79K in Q1 2023. 779 funds tracked by Wall St. Rank hold MBB as of Q2 2023.

Stephens Consulting reported no remaining iShares MBS ETF position as of Q2 2023 after selling out during the quarter.
Stephens Consulting sold 40 iShares MBS ETF shares in Q2 2023, an estimated $3.79K.
Stephens Consulting first reported a position in iShares MBS ETF in Q1 2023 and held it in 1 quarter.
Stephens Consulting's iShares MBS ETF position peaked at $3.79K in Q1 2023.
779 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2023.

Based on Stephens Consulting's 13F filing for Q2 2023, filed 21 Jul 2023.