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Asset Planning Services (Pennsylvania)’s iShares MBS ETF MBB Stock Holding History

Asset Planning Services (Pennsylvania)’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
-5
Closed -$1K – 183
2019
Q3 		$1K Buy
+5
New +$540 ﹤0.01% 261

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

Asset Planning Services (Pennsylvania)'s MBB Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of iShares MBS ETF (MBB) in Q4 2019, closing a stake of 5 shares — an estimated $1K sold.

Asset Planning Services (Pennsylvania) first reported a position in MBB in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 510 funds tracked by Wall St. Rank hold MBB as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining iShares MBS ETF position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 5 iShares MBS ETF shares in Q4 2019, an estimated $1K.
  • Asset Planning Services (Pennsylvania) first reported a position in iShares MBS ETF in Q3 2019 and held it in 1 quarter.
  • Asset Planning Services (Pennsylvania)'s iShares MBS ETF position peaked at $1K in Q3 2019.
  • 510 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.