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Torray Investment Partners’s iShares MBS ETF MBB Stock Holding History

Torray Investment Partners’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
-2,392
Closed -$257K – 105
2021
Q4 		$257K Buy
+2,392
New +$258K 0.04% 106

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

Torray Investment Partners's MBB Position: Q1 2022 in Review

Torray Investment Partners sold out of iShares MBS ETF (MBB) in Q1 2022, closing a stake of 2,392 shares — an estimated $257K sold.

Torray Investment Partners first reported a position in MBB in Q4 2021 and held it in 1 quarter. The position peaked at $257K in Q4 2021. 710 funds tracked by Wall St. Rank hold MBB as of Q1 2022.

  • Torray Investment Partners reported no remaining iShares MBS ETF position as of Q1 2022 after selling out during the quarter.
  • Torray Investment Partners sold 2,392 iShares MBS ETF shares in Q1 2022, an estimated $257K.
  • Torray Investment Partners first reported a position in iShares MBS ETF in Q4 2021 and held it in 1 quarter.
  • Torray Investment Partners's iShares MBS ETF position peaked at $257K in Q4 2021.
  • 710 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2022.

Based on Torray Investment Partners's 13F filing for Q1 2022, filed 3 May 2022.