Vima LLC’s iShares MBS ETF MBB Stock Holding History

Vima 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
2024 Q2	–	Sell	-7	Closed	-$663	–	232
2024 Q1	$663	Hold	7	–	–	﹤0.01%	383
2023 Q4	$659	Buy	+7	New	+$628	﹤0.01%	366

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 $424B AUM 22.94% 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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Vima LLC's MBB Position: Q2 2024 in Review

Vima LLC sold out of iShares MBS ETF (MBB) in Q2 2024, closing a stake of 7 shares — an estimated $663 sold.

Vima LLC first reported a position in MBB in Q4 2023 and held it in 2 quarters. The position peaked at $663 in Q1 2024. 834 funds tracked by Wall St. Rank hold MBB as of Q2 2024.

Vima LLC reported no remaining iShares MBS ETF position as of Q2 2024 after selling out during the quarter.
Vima LLC sold 7 iShares MBS ETF shares in Q2 2024, an estimated $663.
Vima LLC first reported a position in iShares MBS ETF in Q4 2023 and held it in 2 quarters.
Vima LLC's iShares MBS ETF position peaked at $663 in Q1 2024.
834 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2024.

Based on Vima LLC's 13F filing for Q2 2024, filed 8 Aug 2024.