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Veritable’s iShares MBS ETF MBB Stock Holding History

Veritable’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
2023
Q3 		– Sell
-4,100
Closed -$382K – 484
2023
Q2 		$382K Hold
4,100
– – 0.01% 622
2023
Q1 		$388K Buy
+4,100
New +$387K 0.01% 614
2014
Q1 		– Sell
-737
Closed -$77K – 973
2013
Q4 		$77K Buy
+737
New +$77.8K ﹤0.01% 914

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Veritable's MBB Position: Q3 2023 in Review

Veritable sold out of iShares MBS ETF (MBB) in Q3 2023, closing a stake of 4,100 shares — an estimated $382K sold.

Veritable first reported a position in MBB in Q4 2013 and held it in 3 quarters. The position peaked at $388K in Q1 2023. 761 funds tracked by Wall St. Rank hold MBB as of Q3 2023.

  • Veritable reported no remaining iShares MBS ETF position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 4,100 iShares MBS ETF shares in Q3 2023, an estimated $382K.
  • Veritable first reported a position in iShares MBS ETF in Q4 2013 and held it in 3 quarters.
  • Veritable's iShares MBS ETF position peaked at $388K in Q1 2023.
  • 761 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.