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Whitegate Investment Counselors’s iShares MBS ETF MBB Stock Holding History

Whitegate Investment Counselors’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
2021
Q4 		– Sell
-2,186
Closed -$236K – 146
2021
Q3 		$236K Buy
2,186
+71
+3% +$7.7K 0.03% 208
2021
Q2 		$229K Hold
2,115
– – 0.03% 207
2021
Q1 		$229K Hold
2,115
– – 0.03% 201
2020
Q4 		$233K Hold
2,115
– – 0.04% 193
2020
Q3 		$233K Buy
+2,115
New +$234K 0.04% 181

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Whitegate Investment Counselors's MBB Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of iShares MBS ETF (MBB) in Q4 2021, closing a stake of 2,186 shares — an estimated $236K sold.

Whitegate Investment Counselors first reported a position in MBB in Q3 2020 and held it in 5 quarters. The position peaked at $236K in Q3 2021. 722 funds tracked by Wall St. Rank hold MBB as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining iShares MBS ETF position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 2,186 iShares MBS ETF shares in Q4 2021, an estimated $236K.
  • Whitegate Investment Counselors first reported a position in iShares MBS ETF in Q3 2020 and held it in 5 quarters.
  • Whitegate Investment Counselors's iShares MBS ETF position peaked at $236K in Q3 2021.
  • 722 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.