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Bay Colony Advisors’s iShares MBS ETF MBB Stock Holding History

Bay Colony 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
Q3 		– Sell
-2,171
Closed -$240K – 259
2020
Q2 		$240K Buy
+2,171
New +$240K 0.17% 166
2018
Q3 		– Sell
-78
Closed -$8K – 615
2018
Q2 		$8K Buy
+78
New +$8.1K 0.01% 687

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bay Colony Advisors's MBB Position: Q3 2020 in Review

Bay Colony Advisors sold out of iShares MBS ETF (MBB) in Q3 2020, closing a stake of 2,171 shares — an estimated $240K sold.

Bay Colony Advisors first reported a position in MBB in Q2 2018 and held it in 2 quarters. The position peaked at $240K in Q2 2020. 572 funds tracked by Wall St. Rank hold MBB as of Q3 2020.

  • Bay Colony Advisors reported no remaining iShares MBS ETF position as of Q3 2020 after selling out during the quarter.
  • Bay Colony Advisors sold 2,171 iShares MBS ETF shares in Q3 2020, an estimated $240K.
  • Bay Colony Advisors first reported a position in iShares MBS ETF in Q2 2018 and held it in 2 quarters.
  • Bay Colony Advisors's iShares MBS ETF position peaked at $240K in Q2 2020.
  • 572 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2020.

Based on Bay Colony Advisors's 13F filing for Q3 2020, filed 25 Nov 2020.