Tyler-Stone Wealth Management’s iShares MBS ETF MBB Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-198	Closed	-$18.2K	–	686
2024 Q2	$18.2K	Hold	198	–	–	0.01%	539
2024 Q1	$18.3K	Hold	198	–	–	0.01%	538
2023 Q4	$18.6K	Hold	198	–	–	0.01%	515
2023 Q3	$18K	Hold	198	–	–	0.01%	498
2023 Q2	$18K	Buy	+198	New	+$18.6K	0.01%	499
2022 Q4	$18K	Hold	198	–	–	0.01%	456
2022 Q3	$18K	Sell	198 -118	-37%	-$11.4K	0.01%	450
2022 Q2	$31K	Hold	316	–	–	0.02%	384
2022 Q1	$32K	Hold	316	–	–	0.02%	408
2021 Q4	$34K	Buy	+316	New	+$34K	0.02%	419

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

Tyler-Stone Wealth Management's MBB Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares MBS ETF (MBB) in Q3 2024, closing a stake of 198 shares — an estimated $18.2K sold.

Tyler-Stone Wealth Management first reported a position in MBB in Q4 2021 and held it in 10 quarters. The position peaked at $34K in Q4 2021. 873 funds tracked by Wall St. Rank hold MBB as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares MBS ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 198 iShares MBS ETF shares in Q3 2024, an estimated $18.2K.
Tyler-Stone Wealth Management first reported a position in iShares MBS ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's iShares MBS ETF position peaked at $34K in Q4 2021.
873 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.