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

Alerus 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
2016
Q1 		$22K Buy
+200
New +$21.8K ﹤0.01% 148

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alerus Investment Advisors's MBB Position: Q1 2016 in Review

Alerus Investment Advisors opened a new position in iShares MBS ETF (MBB) in Q1 2016: 200 shares worth $22K. The stake represents ﹤0.01% of the portfolio and ranks #148 among its holdings.

270 funds tracked by Wall St. Rank hold MBB as of Q1 2016.

  • Alerus Investment Advisors held 200 shares of iShares MBS ETF worth $22K as of Q1 2016.
  • iShares MBS ETF was a new Alerus Investment Advisors position in Q1 2016.
  • iShares MBS ETF made up ﹤0.01% of Alerus Investment Advisors's portfolio in Q1 2016, its #148 holding.
  • 270 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2016.

Based on Alerus Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.