Steven Patrick Farmer’s iShares MBS ETF MBB Stock Holding History

Steven Patrick Farmer’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 Q2	$21.9M	Buy	+224,563	New	+$22M	0.34%	65

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CSIA

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Steven Patrick Farmer's MBB Position: Q2 2022 in Review

Steven Patrick Farmer opened a new position in iShares MBS ETF (MBB) in Q2 2022: 224,563 shares worth $21.9M. The stake represents 0.34% of the portfolio and ranks #65 among its holdings.

697 funds tracked by Wall St. Rank hold MBB as of Q2 2022.

Steven Patrick Farmer held 224,563 shares of iShares MBS ETF worth $21.9M as of Q2 2022.
iShares MBS ETF was a new Steven Patrick Farmer position in Q2 2022.
iShares MBS ETF made up 0.34% of Steven Patrick Farmer's portfolio in Q2 2022, its #65 holding.
697 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2022.

Based on Steven Patrick Farmer's 13F filing for Q2 2022, filed 6 Jul 2022.