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

Cypress 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
2016
Q2 		– Sell
-6,382
Closed -$694K – 200
2016
Q1 		$694K Hold
6,382
– – 0.32% 63
2015
Q4 		$687K Hold
6,382
– – 0.35% 64
2015
Q3 		$700K Hold
6,382
– – 0.38% 58
2015
Q2 		$693K Buy
+6,382
New +$699K 0.41% 62

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cypress Wealth Advisors's MBB Position: Q2 2016 in Review

Cypress Wealth Advisors sold out of iShares MBS ETF (MBB) in Q2 2016, closing a stake of 6,382 shares — an estimated $694K sold.

Cypress Wealth Advisors first reported a position in MBB in Q2 2015 and held it in 4 quarters. The position peaked at $700K in Q3 2015. 268 funds tracked by Wall St. Rank hold MBB as of Q2 2016.

  • Cypress Wealth Advisors reported no remaining iShares MBS ETF position as of Q2 2016 after selling out during the quarter.
  • Cypress Wealth Advisors sold 6,382 iShares MBS ETF shares in Q2 2016, an estimated $694K.
  • Cypress Wealth Advisors first reported a position in iShares MBS ETF in Q2 2015 and held it in 4 quarters.
  • Cypress Wealth Advisors's iShares MBS ETF position peaked at $700K in Q3 2015.
  • 268 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2016.

Based on Cypress Wealth Advisors's 13F filing for Q2 2016, filed 16 Aug 2016.