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Wipfli Financial Advisors’s iShares MBS ETF MBB Stock Holding History

Wipfli Financial 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
2022
Q3 		$4K Buy
+46
New +$4.46K ﹤0.01% 2142

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

Wipfli Financial Advisors's MBB Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares MBS ETF (MBB) in Q3 2022: 46 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #2142 among its holdings.

679 funds tracked by Wall St. Rank hold MBB as of Q3 2022.

  • Wipfli Financial Advisors held 46 shares of iShares MBS ETF worth $4K as of Q3 2022.
  • iShares MBS ETF was a new Wipfli Financial Advisors position in Q3 2022.
  • iShares MBS ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2142 holding.
  • 679 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.