Wiser Wealth Management’s iShares MBS ETF MBB Stock Holding History

Wiser Wealth Management’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	-1,980	Closed	-$213K	–	29
2021 Q4	$213K	Sell	1,980 -78	-4%	-$8.4K	0.1%	30
2021 Q3	$223K	Buy	+2,058	New	+$223K	0.12%	28
2021 Q2	–	Sell	-2,715	Closed	-$294K	–	29
2021 Q1	$294K	Sell	2,715 -653	-19%	-$71.5K	0.2%	27
2020 Q4	$371K	Buy	+3,368	New	+$371K	0.28%	25

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wiser Wealth Management's MBB Position: Q1 2022 in Review

Wiser Wealth Management sold out of iShares MBS ETF (MBB) in Q1 2022, closing a stake of 1,980 shares — an estimated $213K sold.

Wiser Wealth Management first reported a position in MBB in Q4 2020 and held it in 4 quarters. The position peaked at $371K in Q4 2020. 710 funds tracked by Wall St. Rank hold MBB as of Q1 2022.

Wiser Wealth Management reported no remaining iShares MBS ETF position as of Q1 2022 after selling out during the quarter.
Wiser Wealth Management sold 1,980 iShares MBS ETF shares in Q1 2022, an estimated $213K.
Wiser Wealth Management first reported a position in iShares MBS ETF in Q4 2020 and held it in 4 quarters.
Wiser Wealth Management's iShares MBS ETF position peaked at $371K in Q4 2020.
710 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2022.

Based on Wiser Wealth Management's 13F filing for Q1 2022, filed 11 May 2022.