Mbe Wealth Management, LLC Closed Holding Positions

Mbe Wealth Management, LLC

  • $190 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
Q2 2020 Filed on Aug 14, 2020
804
$24.65 - $26.99 $19.8K - $21.7K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
Q2 2020 Filed on Aug 14, 2020
6,237
$24.19 - $26.75 $151K - $167K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
Q2 2020 Filed on Aug 14, 2020
1,118
$24.26 - $27.02 $27.1K - $30.2K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
Q2 2020 Filed on Aug 14, 2020
1,044
$25.83 - $28.92 $27K - $30.2K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
Q2 2020 Filed on Aug 14, 2020
1,074
$23.83 - $26.77 $25.6K - $28.8K
XYL
Xylem Inc.

Industrials
Q2 2020 Filed on Aug 14, 2020
83
$58.19 - $73.79 $4.83K - $6.12K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
Q2 2020 Filed on Aug 14, 2020
710
$14.36 - $15.76 $10.2K - $11.2K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q2 2020 Filed on Aug 14, 2020
390
$26.11 - $28.18 $10.2K - $11K
SWIR
Sierra Wireless Inc

Technology
Q2 2020 Filed on Aug 14, 2020
100
$5.49 - $11.15 $549 - $1.12K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
Q2 2020 Filed on Aug 14, 2020
5,062
$8.31 - $10.54 $42.1K - $53.4K
AGZ
Ishares Agency Bond ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
139
$119.96 - $121.18 $16.7K - $16.8K
DAL
Delta Air Lines, Inc.

Industrials
Q2 2020 Filed on Aug 14, 2020
457
$19.19 - $36.97 $8.77K - $16.9K
IIPR
Innovative Industrial Properties Inc

Real Estate
Q2 2020 Filed on Aug 14, 2020
72
$66.59 - $98.98 $4.79K - $7.13K
MU
Micron Technology Inc

Technology
Q2 2020 Filed on Aug 14, 2020
62
$39.89 - $53.72 $2.47K - $3.33K
SMG
Scotts Miracle Gro CO

Basic Materials
Q2 2020 Filed on Aug 14, 2020
40
$100.07 - $150.7 $4K - $6.03K
NKE
Nike, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
71
$78.86 - $104.29 $5.6K - $7.4K
TD
Toronto Dominion Bank

Financial Services
Q2 2020 Filed on Aug 14, 2020
205
$38.47 - $49.17 $7.89K - $10.1K
USB
Us Bancorp \De\

Financial Services
Q2 2020 Filed on Aug 14, 2020
724
$29.45 - $43.51 $21.3K - $31.5K
VHT
Vanguard Health Care ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
136
$159.59 - $198.15 $21.7K - $26.9K
FTSL
First Trust Senior Ln Fund

ETFs
Q2 2020 Filed on Aug 14, 2020
696
$41.79 - $46.3 $29.1K - $32.2K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
Q2 2020 Filed on Aug 14, 2020
396
$52.84 - $54.79 $20.9K - $21.7K
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
19
$144.16 - $193.61 $2.74K - $3.68K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
44
$94.52 - $125.14 $4.16K - $5.51K
CVS
Cvs Health Corp

Healthcare
Q2 2020 Filed on Aug 14, 2020
891
$55.41 - $70.62 $49.4K - $62.9K
JFR
Nuveen Floating Rate Income Fund

Financial Services
Q2 2020 Filed on Aug 14, 2020
5,265
$7.17 - $8.15 $37.8K - $42.9K
AEP
American Electric Power CO Inc

Utilities
Q2 2020 Filed on Aug 14, 2020
119
$72.5 - $87.91 $8.63K - $10.5K
Vectoiq Acquisition Corp
Q2 2020 Filed on Aug 14, 2020
139
N/A
RDS-A
Shell PLC

Energy
Q2 2020 Filed on Aug 14, 2020
76
$28.36 - $36.98 $2.16K - $2.81K
SYY
Sysco Corp

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
66
$39.5 - $64.11 $2.61K - $4.23K
CC
Chemours CO

Basic Materials
Q2 2020 Filed on Aug 14, 2020
7
$7.26 - $17.65 $50.8 - $124
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q2 2020 Filed on Aug 14, 2020
668
$35.99 - $40.49 $24K - $27K
CMS
Cms Energy Corp

Utilities
Q2 2020 Filed on Aug 14, 2020
110
$53.68 - $63.17 $5.9K - $6.95K
DTE
Dte Energy CO

Utilities
Q2 2020 Filed on Aug 14, 2020
47
$74.15 - $99.92 $3.49K - $4.7K
DUK
Duke Energy Corp

Utilities
Q2 2020 Filed on Aug 14, 2020
23
$76.02 - $91.91 $1.75K - $2.11K
EVRG
Evergy, Inc.

Utilities
Q2 2020 Filed on Aug 14, 2020
121
$51.75 - $65.1 $6.26K - $7.88K
FE
Firstenergy Corp

Utilities
Q2 2020 Filed on Aug 14, 2020
551
$36.85 - $46.21 $20.3K - $25.5K
GPC
Genuine Parts CO

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
12
$58.26 - $93.52 $699 - $1.12K
HAL
Halliburton CO

Energy
Q2 2020 Filed on Aug 14, 2020
310
$6.6 - $16.4 $2.05K - $5.08K
DVY
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
956
$69.37 - $91.69 $66.3K - $87.7K
IYR
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
344
$64.24 - $86.82 $22.1K - $29.9K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2020 Filed on Aug 14, 2020
87
$85.19 - $131.13 $7.41K - $11.4K
PSX
Phillips 66

Energy
Q2 2020 Filed on Aug 14, 2020
736
$49.51 - $89.73 $36.4K - $66K
IXUS
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
160
$44.8 - $57.28 $7.17K - $9.16K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
263
$35.85 - $45.47 $9.43K - $12K
CSCO
Cisco Systems, Inc.

Technology
Q2 2020 Filed on Aug 14, 2020
1,229
$38.33 - $48.13 $47.1K - $59.2K
DHC
Diversified Healthcare Trust

Real Estate
Q2 2020 Filed on Aug 14, 2020
295
$2.29 - $7.22 $676 - $2.13K
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
230
$328.23 - $392.32 $75.5K - $90.2K
FITB
Fifth Third Bancorp

Financial Services
Q2 2020 Filed on Aug 14, 2020
391
$13.44 - $24.77 $5.26K - $9.69K
ALR
Aleris Life Inc.

Healthcare
Q2 2020 Filed on Aug 14, 2020
19
$2.67 - $4.3 $50.7 - $81.7
Track This Portfolio

Track Mbe Wealth Management, LLC Portfolio

Follow Mbe Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbe Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbe Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email