DSN
MBB icon

D. Scott Neal’s iShares MBS ETF MBB Stock Holding History

D. Scott Neal’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
2015
Q1 		– Sell
-4,920
Closed -$538K – 35
2014
Q4 		$538K Sell
4,920
-60
-1% -$6.55K 0.38% 24
2014
Q3 		$538K Sell
4,980
-480
-9% -$51.8K 0.43% 23
2014
Q2 		$591K Hold
5,460
– – 0.47% 22
2014
Q1 		$579K Sell
5,460
-2,020
-27% -$214K 0.49% 29
2013
Q4 		$782K Buy
+7,480
New +$790K 0.7% 19

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

D. Scott Neal's MBB Position: Q1 2015 in Review

D. Scott Neal sold out of iShares MBS ETF (MBB) in Q1 2015, closing a stake of 4,920 shares — an estimated $538K sold.

D. Scott Neal first reported a position in MBB in Q4 2013 and held it in 5 quarters. The position peaked at $782K in Q4 2013. 225 funds tracked by Wall St. Rank hold MBB as of Q1 2015.

  • D. Scott Neal reported no remaining iShares MBS ETF position as of Q1 2015 after selling out during the quarter.
  • D. Scott Neal sold 4,920 iShares MBS ETF shares in Q1 2015, an estimated $538K.
  • D. Scott Neal first reported a position in iShares MBS ETF in Q4 2013 and held it in 5 quarters.
  • D. Scott Neal's iShares MBS ETF position peaked at $782K in Q4 2013.
  • 225 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2015.

Based on D. Scott Neal's 13F filing for Q1 2015, filed 2 Apr 2015.