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Traction Financial Partners’s iShares MBS ETF MBB Stock Holding History

Traction Financial 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
2024
Q1 		– Sell
-2,326
Closed -$219K – 58
2023
Q4 		$219K Buy
+2,326
New +$209K 0.15% 58

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LPL Financial
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Ameriprise
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Jane Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
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TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Traction Financial Partners's MBB Position: Q1 2024 in Review

Traction Financial Partners sold out of iShares MBS ETF (MBB) in Q1 2024, closing a stake of 2,326 shares — an estimated $219K sold.

Traction Financial Partners first reported a position in MBB in Q4 2023 and held it in 1 quarter. The position peaked at $219K in Q4 2023. 839 funds tracked by Wall St. Rank hold MBB as of Q1 2024.

  • Traction Financial Partners reported no remaining iShares MBS ETF position as of Q1 2024 after selling out during the quarter.
  • Traction Financial Partners sold 2,326 iShares MBS ETF shares in Q1 2024, an estimated $219K.
  • Traction Financial Partners first reported a position in iShares MBS ETF in Q4 2023 and held it in 1 quarter.
  • Traction Financial Partners's iShares MBS ETF position peaked at $219K in Q4 2023.
  • 839 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2024.

Based on Traction Financial Partners's 13F filing for Q1 2024, filed 13 May 2024.