Sterling Financial Planning’s iShares MBS ETF MBB Stock Holding History

Sterling Financial Planning’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	-13	Closed	-$1K	–	268
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	417
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	393
2021 Q1	$1K	Buy	+13	New	+$1.42K	﹤0.01%	373

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sterling Financial Planning's MBB Position: Q4 2021 in Review

Sterling Financial Planning sold out of iShares MBS ETF (MBB) in Q4 2021, closing a stake of 13 shares — an estimated $1K sold.

Sterling Financial Planning first reported a position in MBB in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 722 funds tracked by Wall St. Rank hold MBB as of Q4 2021.

Sterling Financial Planning reported no remaining iShares MBS ETF position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 13 iShares MBS ETF shares in Q4 2021, an estimated $1K.
Sterling Financial Planning first reported a position in iShares MBS ETF in Q1 2021 and held it in 3 quarters.
Sterling Financial Planning's iShares MBS ETF position peaked at $1K in Q3 2021.
722 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.