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West Wealth Group’s iShares MBS ETF MBB Stock Holding History

West Wealth Group’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
Q3 		– Sell
-36,271
Closed -$3.33M – 88
2024
Q2 		$3.33M Buy
36,271
+53
+0.1% +$4.83K 1.18% 15
2024
Q1 		$3.35M Sell
36,218
-15,160
-30% -$1.4M 1.24% 16
2023
Q4 		$4.83M Sell
51,378
-529
-1% -$47.4K 1.91% 13
2023
Q3 		$4.61M Sell
51,907
-9,752
-16% -$891K 2.01% 13
2023
Q2 		$5.75M Sell
61,659
-240
-0.4% -$22.6K 2.43% 12
2023
Q1 		$5.86M Buy
61,899
+1,008
+2% +$95.2K 2.71% 12
2022
Q4 		$5.65M Buy
60,891
+45,014
+284% +$4.15M 2.81% 9
2022
Q3 		$1.45M Sell
15,877
-1,809
-10% -$175K 0.74% 20
2022
Q2 		$1.72M Sell
17,686
-371
-2% -$36.4K 0.8% 21
2022
Q1 		$1.84M Sell
18,057
-16,282
-47% -$1.7M 0.73% 19
2021
Q4 		$3.69M Buy
+34,339
New +$3.7M 1.39% 18

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

West Wealth Group's MBB Position: Q3 2024 in Review

West Wealth Group sold out of iShares MBS ETF (MBB) in Q3 2024, closing a stake of 36,271 shares — an estimated $3.33M sold.

West Wealth Group first reported a position in MBB in Q4 2021 and held it in 11 quarters. The position peaked at $5.86M in Q1 2023. 873 funds tracked by Wall St. Rank hold MBB as of Q3 2024.

  • West Wealth Group reported no remaining iShares MBS ETF position as of Q3 2024 after selling out during the quarter.
  • West Wealth Group sold 36,271 iShares MBS ETF shares in Q3 2024, an estimated $3.33M.
  • West Wealth Group first reported a position in iShares MBS ETF in Q4 2021 and held it in 11 quarters.
  • West Wealth Group's iShares MBS ETF position peaked at $5.86M in Q1 2023.
  • 873 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2024.

Based on West Wealth Group's 13F filing for Q3 2024, filed 23 Oct 2024.