The Family Firm’s iShares MBS ETF MBB Stock Holding History

The Family Firm’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
2024 Q3	–	Sell	-144	Closed	-$13.2K	–	586
2024 Q2	$13.2K	Buy	+144	New	+$13.1K	﹤0.01%	635

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

The Family Firm's MBB Position: Q3 2024 in Review

The Family Firm sold out of iShares MBS ETF (MBB) in Q3 2024, closing a stake of 144 shares — an estimated $13.2K sold.

The Family Firm first reported a position in MBB in Q2 2024 and held it in 1 quarter. The position peaked at $13.2K in Q2 2024. 873 funds tracked by Wall St. Rank hold MBB as of Q3 2024.

The Family Firm reported no remaining iShares MBS ETF position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 144 iShares MBS ETF shares in Q3 2024, an estimated $13.2K.
The Family Firm first reported a position in iShares MBS ETF in Q2 2024 and held it in 1 quarter.
The Family Firm's iShares MBS ETF position peaked at $13.2K in Q2 2024.
873 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.