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

WJ 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
2021 Q4	–	Sell	-33,393	Closed	-$3.61M	–	56
2021 Q3	$3.61M	Buy	+33,393	New	+$3.62M	2.4%	18
2021 Q2	–	Sell	-2,615	Closed	-$284K	–	45
2021 Q1	$284K	Buy	2,615 +340	+15%	+$37.2K	0.88%	34
2020 Q4	$251K	Buy	+2,275	New	+$250K	0.78%	33

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WJ Wealth Management's MBB Position: Q4 2021 in Review

WJ Wealth Management sold out of iShares MBS ETF (MBB) in Q4 2021, closing a stake of 33,393 shares — an estimated $3.61M sold.

WJ Wealth Management first reported a position in MBB in Q4 2020 and held it in 3 quarters. The position peaked at $3.61M in Q3 2021. 723 funds tracked by Wall St. Rank hold MBB as of Q4 2021.

WJ Wealth Management reported no remaining iShares MBS ETF position as of Q4 2021 after selling out during the quarter.
WJ Wealth Management sold 33,393 iShares MBS ETF shares in Q4 2021, an estimated $3.61M.
WJ Wealth Management first reported a position in iShares MBS ETF in Q4 2020 and held it in 3 quarters.
WJ Wealth Management's iShares MBS ETF position peaked at $3.61M in Q3 2021.
723 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2021.

Based on WJ Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.