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Wealth Quarterback’s iShares MBS ETF MBB Stock Holding History

Wealth Quarterback’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
Q3 		– Sell
-2,296
Closed -$224K – 110
2022
Q2 		$224K Buy
+2,296
New +$225K 0.17% 101
2021
Q3 		$466K Sell
4,730
-547
-10% -$59.3K 0.31% 65
2021
Q2 		$571K Buy
+5,277
New +$572K 0.35% 65
2020
Q4 		$2.97M Buy
26,929
+4,912
+22% +$541K 2.47% 8
2020
Q3 		$2.44M Hold
22,017
– – 2.24% 10
2020
Q2 		$2.44M Buy
22,017
+7,256
+49% +$803K 2.24% 10
2020
Q1 		$1.66M Buy
14,761
+9,982
+209% +$1.09M 1.52% 15
2019
Q4 		$517K Buy
+4,779
New +$516K 0.45% 52

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wealth Quarterback's MBB Position: Q3 2022 in Review

Wealth Quarterback sold out of iShares MBS ETF (MBB) in Q3 2022, closing a stake of 2,296 shares — an estimated $224K sold.

Wealth Quarterback first reported a position in MBB in Q4 2019 and held it in 8 quarters. The position peaked at $2.97M in Q4 2020. 679 funds tracked by Wall St. Rank hold MBB as of Q3 2022.

  • Wealth Quarterback reported no remaining iShares MBS ETF position as of Q3 2022 after selling out during the quarter.
  • Wealth Quarterback sold 2,296 iShares MBS ETF shares in Q3 2022, an estimated $224K.
  • Wealth Quarterback first reported a position in iShares MBS ETF in Q4 2019 and held it in 8 quarters.
  • Wealth Quarterback's iShares MBS ETF position peaked at $2.97M in Q4 2020.
  • 679 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2022.

Based on Wealth Quarterback's 13F filing for Q3 2022, filed 14 Nov 2022.