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1834 Investment Advisors’s iShares MBS ETF MBB Stock Holding History

1834 Investment Advisors’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
2019
Q4 		– Sell
-209
Closed -$23K – 470
2019
Q3 		$23K Buy
+209
New +$22.6K ﹤0.01% 316
2018
Q2 		– Sell
-35
Closed -$4K – 448
2018
Q1 		$4K Sell
35
-154
-81% -$16.1K ﹤0.01% 417
2017
Q4 		$20K Buy
+189
New +$20.2K ﹤0.01% 361

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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

1834 Investment Advisors's MBB Position: Q4 2019 in Review

1834 Investment Advisors sold out of iShares MBS ETF (MBB) in Q4 2019, closing a stake of 209 shares — an estimated $23K sold.

1834 Investment Advisors first reported a position in MBB in Q4 2017 and held it in 3 quarters. The position peaked at $23K in Q3 2019. 510 funds tracked by Wall St. Rank hold MBB as of Q4 2019.

  • 1834 Investment Advisors reported no remaining iShares MBS ETF position as of Q4 2019 after selling out during the quarter.
  • 1834 Investment Advisors sold 209 iShares MBS ETF shares in Q4 2019, an estimated $23K.
  • 1834 Investment Advisors first reported a position in iShares MBS ETF in Q4 2017 and held it in 3 quarters.
  • 1834 Investment Advisors's iShares MBS ETF position peaked at $23K in Q3 2019.
  • 510 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2019.

Based on 1834 Investment Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.