Vigilare Wealth Management’s iShares MBS ETF MBB Stock Holding History

Vigilare 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
2021 Q4	–	Sell	-4,522	Closed	-$489K	–	189
2021 Q3	$489K	Hold	4,522	–	–	0.3%	96
2021 Q2	$489K	Hold	4,522	–	–	0.3%	95
2021 Q1	$490K	Hold	4,522	–	–	0.35%	78
2020 Q4	$498K	Hold	4,522	–	–	0.47%	53
2020 Q3	$499K	Buy	+4,522	New	+$500K	0.52%	53

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vigilare Wealth Management's MBB Position: Q4 2021 in Review

Vigilare Wealth Management sold out of iShares MBS ETF (MBB) in Q4 2021, closing a stake of 4,522 shares — an estimated $489K sold.

Vigilare Wealth Management first reported a position in MBB in Q3 2020 and held it in 5 quarters. The position peaked at $499K in Q3 2020. 722 funds tracked by Wall St. Rank hold MBB as of Q4 2021.

Vigilare Wealth Management reported no remaining iShares MBS ETF position as of Q4 2021 after selling out during the quarter.
Vigilare Wealth Management sold 4,522 iShares MBS ETF shares in Q4 2021, an estimated $489K.
Vigilare Wealth Management first reported a position in iShares MBS ETF in Q3 2020 and held it in 5 quarters.
Vigilare Wealth Management's iShares MBS ETF position peaked at $499K in Q3 2020.
722 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2021.

Based on Vigilare Wealth Management's 13F filing for Q4 2021, filed 7 Jan 2022.