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Baird’s iShares MBS ETF MBB Stock Holding History

Baird’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
2015
Q1 		$1.73M Buy
15,693
+2,164
+16% +$238K 0.02% 584
2014
Q4 		$1.48M Sell
13,529
-157
-1% -$17.1K 0.02% 614
2014
Q3 		$1.48M Sell
13,686
-245
-2% -$26.4K 0.02% 536
2014
Q2 		$1.51M Buy
13,931
+536
+4% +$57.5K 0.02% 552
2014
Q1 		$1.42M Buy
13,395
+658
+5% +$69.8K 0.02% 542
2013
Q4 		$1.33M Sell
12,737
-147,713
-92% -$15.6M 0.02% 536
2013
Q3 		$17M Sell
160,450
-16,241
-9% -$1.7M 0.32% 76
2013
Q2 		$18.6M Buy
+176,691
New +$18.9M 0.37% 61

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return