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Winton Group’s iShares MBS ETF MBB Stock Holding History

Winton 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
2022
Q1 		– Sell
-210,665
Closed -$22.6M – 1076
2021
Q4 		$22.6M Buy
210,665
+45,882
+28% +$4.94M 1.37% 2
2021
Q3 		$17.8M Buy
164,783
+114,880
+230% +$12.5M 1% 2
2021
Q2 		$5.4M Sell
49,903
-221,838
-82% -$24.1M 0.29% 29
2021
Q1 		$29.5M Buy
271,741
+226,679
+503% +$24.8M 1.68% 6
2020
Q4 		$4.96M Sell
45,062
-8,753
-16% -$964K 0.36% 20
2020
Q3 		$5.94M Buy
+53,815
New +$5.95M 0.19% 87

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 $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Winton Group's MBB Position: Q1 2022 in Review

Winton Group sold out of iShares MBS ETF (MBB) in Q1 2022, closing a stake of 210,665 shares — an estimated $22.6M sold.

Winton Group first reported a position in MBB in Q3 2020 and held it in 6 quarters. The position peaked at $29.5M in Q1 2021. 711 funds tracked by Wall St. Rank hold MBB as of Q1 2022.

  • Winton Group reported no remaining iShares MBS ETF position as of Q1 2022 after selling out during the quarter.
  • Winton Group sold 210,665 iShares MBS ETF shares in Q1 2022, an estimated $22.6M.
  • Winton Group first reported a position in iShares MBS ETF in Q3 2020 and held it in 6 quarters.
  • Winton Group's iShares MBS ETF position peaked at $29.5M in Q1 2021.
  • 711 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2022.

Based on Winton Group's 13F filing for Q1 2022, filed 11 May 2022.