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Wetzel Investment Advisors’s iShares MBS ETF MBB Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-29
Closed -$2.68K – 577
2024
Q2 		$2.68K Hold
29
– – ﹤0.01% 701
2024
Q1 		$2.6K Hold
29
– – ﹤0.01% 797
2023
Q4 		$3K Buy
+29
New +$2.6K ﹤0.01% 792

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

Wetzel Investment Advisors's MBB Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares MBS ETF (MBB) in Q3 2024, closing a stake of 29 shares — an estimated $2.68K sold.

Wetzel Investment Advisors first reported a position in MBB in Q4 2023 and held it in 3 quarters. The position peaked at $3K in Q4 2023. 873 funds tracked by Wall St. Rank hold MBB as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares MBS ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 29 iShares MBS ETF shares in Q3 2024, an estimated $2.68K.
  • Wetzel Investment Advisors first reported a position in iShares MBS ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares MBS ETF position peaked at $3K in Q4 2023.
  • 873 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.