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

ERTS 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
2019
Q3 		– Sell
-11,077
Closed -$1.19M – 88
2019
Q2 		$1.19M Buy
11,077
+6,319
+133% +$672K 0.66% 21
2019
Q1 		$506K Buy
4,758
+4,361
+1,098% +$459K 0.3% 44
2018
Q4 		$42K Buy
+397
New +$40.8K 0.03% 167

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

ERTS Wealth Advisors's MBB Position: Q3 2019 in Review

ERTS Wealth Advisors sold out of iShares MBS ETF (MBB) in Q3 2019, closing a stake of 11,077 shares — an estimated $1.19M sold.

ERTS Wealth Advisors first reported a position in MBB in Q4 2018 and held it in 3 quarters. The position peaked at $1.19M in Q2 2019. 429 funds tracked by Wall St. Rank hold MBB as of Q3 2019.

  • ERTS Wealth Advisors reported no remaining iShares MBS ETF position as of Q3 2019 after selling out during the quarter.
  • ERTS Wealth Advisors sold 11,077 iShares MBS ETF shares in Q3 2019, an estimated $1.19M.
  • ERTS Wealth Advisors first reported a position in iShares MBS ETF in Q4 2018 and held it in 3 quarters.
  • ERTS Wealth Advisors's iShares MBS ETF position peaked at $1.19M in Q2 2019.
  • 429 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2019.

Based on ERTS Wealth Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.