Sterling Investment Advisors (Pennsylvania)’s iShares MBS ETF MBB Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022 Q3	–	Sell	-643	Closed	-$63K	–	338
2022 Q2	$63K	Hold	643	–	–	0.02%	211
2022 Q1	$66K	Hold	643	–	–	0.02%	229
2021 Q4	$69K	Hold	643	–	–	0.02%	223
2021 Q3	$70K	Hold	643	–	–	0.02%	221
2021 Q2	$70K	Buy	643 +304	+90%	+$33K	0.02%	230
2021 Q1	$37K	Hold	339	–	–	0.01%	265
2020 Q4	$37K	Hold	339	–	–	0.01%	251
2020 Q3	$37K	Hold	339	–	–	0.01%	241
2020 Q2	$37K	Hold	339	–	–	0.02%	241
2020 Q1	$37K	Hold	339	–	–	0.02%	214
2019 Q4	$36K	Hold	339	–	–	0.02%	241
2019 Q3	$37K	Hold	339	–	–	0.02%	238
2019 Q2	$36K	Buy	+339	New	+$36.1K	0.02%	240

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CSIA

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s MBB Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares MBS ETF (MBB) in Q3 2022, closing a stake of 643 shares — an estimated $63K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in MBB in Q2 2019 and held it in 13 quarters. The position peaked at $70K in Q3 2021. 680 funds tracked by Wall St. Rank hold MBB as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining iShares MBS ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 643 iShares MBS ETF shares in Q3 2022, an estimated $63K.
Sterling Investment Advisors (Pennsylvania) first reported a position in iShares MBS ETF in Q2 2019 and held it in 13 quarters.
Sterling Investment Advisors (Pennsylvania)'s iShares MBS ETF position peaked at $70K in Q3 2021.
680 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.