Visionary Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Visionary Wealth Advisors’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 Q4	–	Sell	-25,151	Closed	-$2.23M	–	480
2023 Q3	$2.23M	Sell	25,151 -16,142	-39%	-$1.48M	0.18%	132
2023 Q2	$3.85M	Buy	+41,293	New	+$3.88M	0.31%	82
2021 Q3	–	Sell	-3,012	Closed	-$326K	–	342
2021 Q2	$326K	Buy	3,012 +302	+11%	+$32.7K	0.03%	258
2021 Q1	$294K	Buy	+2,710	New	+$297K	0.03%	257

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Visionary Wealth Advisors's MBB Position: Q4 2023 in Review

Visionary Wealth Advisors sold out of iShares MBS ETF (MBB) in Q4 2023, closing a stake of 25,151 shares — an estimated $2.23M sold.

Visionary Wealth Advisors first reported a position in MBB in Q1 2021 and held it in 4 quarters. The position peaked at $3.85M in Q2 2023. 857 funds tracked by Wall St. Rank hold MBB as of Q4 2023.

Visionary Wealth Advisors reported no remaining iShares MBS ETF position as of Q4 2023 after selling out during the quarter.
Visionary Wealth Advisors sold 25,151 iShares MBS ETF shares in Q4 2023, an estimated $2.23M.
Visionary Wealth Advisors first reported a position in iShares MBS ETF in Q1 2021 and held it in 4 quarters.
Visionary Wealth Advisors's iShares MBS ETF position peaked at $3.85M in Q2 2023.
857 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2023.

Based on Visionary Wealth Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.