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CA Family Wealth’s iShares MBS ETF MBB Stock Holding History

CA Family Wealth’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
Q1 		$343K Sell
3,105
-1,725
-36% -$188K 0.36% 16
2019
Q4 		$522K Buy
+4,830
New +$522K 0.35% 21

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CA Family Wealth's MBB Position: Q1 2020 in Review

CA Family Wealth reduced its iShares MBS ETF (MBB) stake by 36% in Q1 2020, selling an estimated $188K and leaving 3,105 shares worth $343K. The position accounts for 0.36% of the portfolio, ranked #16.

CA Family Wealth first reported a position in MBB in Q4 2019 and has held it in 2 quarters since. The position peaked at $522K in Q4 2019. 537 funds tracked by Wall St. Rank hold MBB as of Q1 2020.

  • CA Family Wealth held 3,105 shares of iShares MBS ETF worth $343K as of Q1 2020.
  • CA Family Wealth sold 1,725 iShares MBS ETF shares in Q1 2020, an estimated $188K.
  • iShares MBS ETF made up 0.36% of CA Family Wealth's portfolio in Q1 2020, its #16 holding.
  • CA Family Wealth first reported a position in iShares MBS ETF in Q4 2019 and has held it in 2 quarters since.
  • CA Family Wealth's iShares MBS ETF position peaked at $522K in Q4 2019.
  • 537 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.