Edge Capital Group’s iShares MBS ETF MBB Stock Holding History

Edge Capital Group’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	-2,389	Closed	-$264K	–	228
2020 Q1	$264K	Sell	2,389 -2,129	-47%	-$232K	0.03%	181
2019 Q4	$488K	Buy	+4,518	New	+$488K	0.05%	166

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edge Capital Group's MBB Position: Q2 2020 in Review

Edge Capital Group sold out of iShares MBS ETF (MBB) in Q2 2020, closing a stake of 2,389 shares — an estimated $264K sold.

Edge Capital Group first reported a position in MBB in Q4 2019 and held it in 2 quarters. The position peaked at $488K in Q4 2019. 543 funds tracked by Wall St. Rank hold MBB as of Q2 2020.

Edge Capital Group reported no remaining iShares MBS ETF position as of Q2 2020 after selling out during the quarter.
Edge Capital Group sold 2,389 iShares MBS ETF shares in Q2 2020, an estimated $264K.
Edge Capital Group first reported a position in iShares MBS ETF in Q4 2019 and held it in 2 quarters.
Edge Capital Group's iShares MBS ETF position peaked at $488K in Q4 2019.
543 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2020.

Based on Edge Capital Group's 13F filing for Q2 2020, filed 11 Aug 2020.