Titus Wealth Management’s iShares MBS ETF MBB Stock Holding History

Titus Wealth 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 Q4	–	Sell	-1,885	Closed	-$205K	–	174
2021 Q3	$205K	Buy	+1,885	New	+$204K	0.11%	152
2020 Q4	–	Sell	-2,198	Closed	-$243K	–	141
2020 Q3	$243K	Buy	2,198 +100	+5%	+$11.1K	0.17%	101
2020 Q2	$232K	Sell	2,098 -621	-23%	-$68.8K	0.18%	99
2020 Q1	$300K	Buy	+2,719	New	+$296K	0.28%	67

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Titus Wealth Management's MBB Position: Q4 2021 in Review

Titus Wealth Management sold out of iShares MBS ETF (MBB) in Q4 2021, closing a stake of 1,885 shares — an estimated $205K sold.

Titus Wealth Management first reported a position in MBB in Q1 2020 and held it in 4 quarters. The position peaked at $300K in Q1 2020. 722 funds tracked by Wall St. Rank hold MBB as of Q4 2021.

Titus Wealth Management reported no remaining iShares MBS ETF position as of Q4 2021 after selling out during the quarter.
Titus Wealth Management sold 1,885 iShares MBS ETF shares in Q4 2021, an estimated $205K.
Titus Wealth Management first reported a position in iShares MBS ETF in Q1 2020 and held it in 4 quarters.
Titus Wealth Management's iShares MBS ETF position peaked at $300K in Q1 2020.
722 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2021.

Based on Titus Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.