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Zullo Investment Group’s iShares MBS ETF MBB Stock Holding History

Zullo Investment 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
2023
Q1 		– Sell
-256
Closed -$23.7K – 473
2022
Q4 		$23.7K Hold
256
– – 0.01% 370
2022
Q3 		$23K Hold
256
– – 0.01% 373
2022
Q2 		$25K Hold
256
– – 0.02% 371
2022
Q1 		$26K Sell
256
-87
-25% -$9.08K 0.01% 395
2021
Q4 		$37K Buy
+343
New +$36.9K 0.02% 342

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Zullo Investment Group's MBB Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares MBS ETF (MBB) in Q1 2023, closing a stake of 256 shares — an estimated $23.7K sold.

Zullo Investment Group first reported a position in MBB in Q4 2021 and held it in 5 quarters. The position peaked at $37K in Q4 2021. 742 funds tracked by Wall St. Rank hold MBB as of Q1 2023.

  • Zullo Investment Group reported no remaining iShares MBS ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 256 iShares MBS ETF shares in Q1 2023, an estimated $23.7K.
  • Zullo Investment Group first reported a position in iShares MBS ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's iShares MBS ETF position peaked at $37K in Q4 2021.
  • 742 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.