TCI Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

TCI Wealth Advisors’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	-377	Closed	-$35.7K	–	1372
2023 Q1	$35.7K	Hold	377	–	–	﹤0.01%	517
2022 Q4	$35K	Hold	377	–	–	﹤0.01%	501
2022 Q3	$35K	Hold	377	–	–	0.01%	468
2022 Q2	$37K	Hold	377	–	–	0.01%	448
2022 Q1	$38K	Hold	377	–	–	0.01%	487
2021 Q4	$41K	Sell	377 -149	-28%	-$16K	0.01%	453
2021 Q3	$57K	Buy	526 +149	+40%	+$16.2K	0.01%	384
2021 Q2	$41K	Hold	377	–	–	0.01%	444
2021 Q1	$41K	Hold	377	–	–	0.02%	392
2020 Q4	$42K	Hold	377	–	–	0.02%	369
2020 Q3	$42K	Hold	377	–	–	0.02%	341
2020 Q2	$42K	Sell	377 -43	-10%	-$4.76K	0.02%	334
2020 Q1	$46K	Sell	420 -124	-23%	-$13.5K	0.02%	324
2019 Q4	$59K	Buy	544 +101	+23%	+$10.9K	0.02%	346
2019 Q3	$48K	Sell	443 -605	-58%	-$65.3K	0.02%	338
2019 Q2	$113K	Buy	1,048 +282	+37%	+$30K	0.05%	199
2019 Q1	$81K	Buy	766 +717	+1,463%	+$75.4K	0.04%	264
2018 Q4	$5K	Buy	+49	New	+$5.04K	﹤0.01%	769
2014 Q1	–	Sell	-90	Closed	-$9K	–	903
2013 Q4	$9K	Buy	+90	New	+$9.5K	0.01%	444

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

TCI Wealth Advisors's MBB Position: Q2 2023 in Review

TCI Wealth Advisors sold out of iShares MBS ETF (MBB) in Q2 2023, closing a stake of 377 shares — an estimated $35.7K sold.

TCI Wealth Advisors first reported a position in MBB in Q4 2013 and held it in 19 quarters. The position peaked at $113K in Q2 2019. 779 funds tracked by Wall St. Rank hold MBB as of Q2 2023.

TCI Wealth Advisors reported no remaining iShares MBS ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 377 iShares MBS ETF shares in Q2 2023, an estimated $35.7K.
TCI Wealth Advisors first reported a position in iShares MBS ETF in Q4 2013 and held it in 19 quarters.
TCI Wealth Advisors's iShares MBS ETF position peaked at $113K in Q2 2019.
779 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.