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Symons Capital Management’s iShares MBS ETF MBB Stock Holding History

Symons Capital Management’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
Q3 		$385K Buy
+3,559
New +$386K 0.25% 48

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Symons Capital Management's MBB Position: Q3 2021 in Review

Symons Capital Management opened a new position in iShares MBS ETF (MBB) in Q3 2021: 3,559 shares worth $385K. The stake represents 0.25% of the portfolio and ranks #48 among its holdings.

681 funds tracked by Wall St. Rank hold MBB as of Q3 2021.

  • Symons Capital Management held 3,559 shares of iShares MBS ETF worth $385K as of Q3 2021.
  • iShares MBS ETF was a new Symons Capital Management position in Q3 2021.
  • iShares MBS ETF made up 0.25% of Symons Capital Management's portfolio in Q3 2021, its #48 holding.
  • 681 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2021.

Based on Symons Capital Management's 13F filing for Q3 2021, filed 2 Nov 2021.