Unionview LLC’s iShares MBS ETF MBB Stock Holding History

Unionview LLC’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 Q2	–	Sell	-8,294	Closed	-$845K	–	87
2022 Q1	$845K	Buy	+8,294	New	+$866K	0.79%	24

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Unionview LLC's MBB Position: Q2 2022 in Review

Unionview LLC sold out of iShares MBS ETF (MBB) in Q2 2022, closing a stake of 8,294 shares — an estimated $845K sold.

Unionview LLC first reported a position in MBB in Q1 2022 and held it in 1 quarter. The position peaked at $845K in Q1 2022. 696 funds tracked by Wall St. Rank hold MBB as of Q2 2022.

Unionview LLC reported no remaining iShares MBS ETF position as of Q2 2022 after selling out during the quarter.
Unionview LLC sold 8,294 iShares MBS ETF shares in Q2 2022, an estimated $845K.
Unionview LLC first reported a position in iShares MBS ETF in Q1 2022 and held it in 1 quarter.
Unionview LLC's iShares MBS ETF position peaked at $845K in Q1 2022.
696 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2022.

Based on Unionview LLC's 13F filing for Q2 2022, filed 9 Aug 2022.