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Capital Wealth Planning’s iShares MBS ETF MBB Stock Holding History

Capital Wealth Planning’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
-2,261
Closed -$250K – 159
2020
Q1 		$250K Hold
2,261
– – 0.02% 188
2019
Q4 		$244K Hold
2,261
– – 0.01% 169
2019
Q3 		$244K Buy
+2,261
New +$244K 0.02% 220

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Wealth Planning's MBB Position: Q2 2020 in Review

Capital Wealth Planning sold out of iShares MBS ETF (MBB) in Q2 2020, closing a stake of 2,261 shares — an estimated $250K sold.

Capital Wealth Planning first reported a position in MBB in Q3 2019 and held it in 3 quarters. The position peaked at $250K in Q1 2020. 543 funds tracked by Wall St. Rank hold MBB as of Q2 2020.

  • Capital Wealth Planning reported no remaining iShares MBS ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 2,261 iShares MBS ETF shares in Q2 2020, an estimated $250K.
  • Capital Wealth Planning first reported a position in iShares MBS ETF in Q3 2019 and held it in 3 quarters.
  • Capital Wealth Planning's iShares MBS ETF position peaked at $250K in Q1 2020.
  • 543 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.