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Advanced Asset Management Advisors’s iShares MBS ETF MBB Stock Holding History

Advanced Asset Management 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
2020
Q4 		– Sell
-73
Closed -$8K – 103
2020
Q3 		$8K Hold
73
– – ﹤0.01% 92
2020
Q2 		$8K Hold
73
– – ﹤0.01% 92
2020
Q1 		$8K Hold
73
– – ﹤0.01% 111
2019
Q4 		$8K Buy
+73
New +$7.89K ﹤0.01% 117

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advanced Asset Management Advisors's MBB Position: Q4 2020 in Review

Advanced Asset Management Advisors sold out of iShares MBS ETF (MBB) in Q4 2020, closing a stake of 73 shares — an estimated $8K sold.

Advanced Asset Management Advisors first reported a position in MBB in Q4 2019 and held it in 4 quarters. The position peaked at $8K in Q3 2020. 688 funds tracked by Wall St. Rank hold MBB as of Q4 2020.

  • Advanced Asset Management Advisors reported no remaining iShares MBS ETF position as of Q4 2020 after selling out during the quarter.
  • Advanced Asset Management Advisors sold 73 iShares MBS ETF shares in Q4 2020, an estimated $8K.
  • Advanced Asset Management Advisors first reported a position in iShares MBS ETF in Q4 2019 and held it in 4 quarters.
  • Advanced Asset Management Advisors's iShares MBS ETF position peaked at $8K in Q3 2020.
  • 688 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2020.

Based on Advanced Asset Management Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.