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TFC Financial Management’s iShares MBS ETF MBB Stock Holding History

TFC Financial 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
2022
Q1 		– Sell
-240
Closed -$26K – 555
2021
Q4 		$26K Buy
+240
New +$25.8K 0.01% 255

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TFC Financial Management's MBB Position: Q1 2022 in Review

TFC Financial Management sold out of iShares MBS ETF (MBB) in Q1 2022, closing a stake of 240 shares — an estimated $26K sold.

TFC Financial Management first reported a position in MBB in Q4 2021 and held it in 1 quarter. The position peaked at $26K in Q4 2021. 710 funds tracked by Wall St. Rank hold MBB as of Q1 2022.

  • TFC Financial Management reported no remaining iShares MBS ETF position as of Q1 2022 after selling out during the quarter.
  • TFC Financial Management sold 240 iShares MBS ETF shares in Q1 2022, an estimated $26K.
  • TFC Financial Management first reported a position in iShares MBS ETF in Q4 2021 and held it in 1 quarter.
  • TFC Financial Management's iShares MBS ETF position peaked at $26K in Q4 2021.
  • 710 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2022.

Based on TFC Financial Management's 13F filing for Q1 2022, filed 4 May 2022.