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-0.000350782084602123 -0.00065373024857689 -0.000749398089831965 0.000111612481464436 -0.000542117767112455 -0.00199308002614921 -0.00149879617966411 -0.00149879617966411
Stock impact report

MBL Wealth Bets On Fixed Income With a Big iShares Core 1-5 Year USD Bond ETF (ISTB) Purchase [Globe and Mail, The (Toronto, Canada)]

JP Morgan Chase & Co. (JPM) 
Last jp morgan chase & co. earnings: 4/14 06:43 am Check Earnings Report
Quarter-end position value rose by $2.70 million, reflecting both trading activity and price movement Transaction represented a 0.22% increase of 13F reportable AUM Post-trade, the fund held 834,719 shares valued at $40.45 million The stake now accounts for 3.06% of the fund's reportable AUM, which places it outside the fund's top five holdings What happened According to a Securities and Exchange Commission (SEC) filing dated April 28, 2026, MBL Wealth, LLC increased its holding in iShares Trust - iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB) by 60,258 shares. The estimated transaction value was $2.94 million, based on the average unadjusted closing price during the first quarter of 2026. The quarter-end position value increased by $2.70 million from the prior period, reflecting both share purchases and price changes. What else to know This was a buy, bringing the position to 3.06% of MBL Wealth, LLC's 13F reportable assets under management as of March 31, 2026 Top Show less Read more
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