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Burt Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Burt Wealth 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
Q2 		– Sell
-102
Closed -$11K – 428
2020
Q1 		$11K Buy
+102
New +$11.1K ﹤0.01% 263
2016
Q2 		– Sell
-213
Closed -$23K – 504
2016
Q1 		$23K Buy
+213
New +$23.2K 0.02% 233

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Burt Wealth Advisors's MBB Position: Q2 2020 in Review

Burt Wealth Advisors sold out of iShares MBS ETF (MBB) in Q2 2020, closing a stake of 102 shares — an estimated $11K sold.

Burt Wealth Advisors first reported a position in MBB in Q1 2016 and held it in 2 quarters. The position peaked at $23K in Q1 2016. 542 funds tracked by Wall St. Rank hold MBB as of Q2 2020.

  • Burt Wealth Advisors reported no remaining iShares MBS ETF position as of Q2 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 102 iShares MBS ETF shares in Q2 2020, an estimated $11K.
  • Burt Wealth Advisors first reported a position in iShares MBS ETF in Q1 2016 and held it in 2 quarters.
  • Burt Wealth Advisors's iShares MBS ETF position peaked at $23K in Q1 2016.
  • 542 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2020.

Based on Burt Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.