EWM
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Executive Wealth Management’s iShares MBS ETF MBB Stock Holding History

Executive Wealth Management’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
-215
Closed -$23K – 515
2019
Q2 		$23K Buy
+215
New +$22.9K ﹤0.01% 448

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

Executive Wealth Management's MBB Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares MBS ETF (MBB) in Q3 2019, closing a stake of 215 shares — an estimated $23K sold.

Executive Wealth Management first reported a position in MBB in Q2 2019 and held it in 1 quarter. The position peaked at $23K in Q2 2019. 429 funds tracked by Wall St. Rank hold MBB as of Q3 2019.

  • Executive Wealth Management reported no remaining iShares MBS ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 215 iShares MBS ETF shares in Q3 2019, an estimated $23K.
  • Executive Wealth Management first reported a position in iShares MBS ETF in Q2 2019 and held it in 1 quarter.
  • Executive Wealth Management's iShares MBS ETF position peaked at $23K in Q2 2019.
  • 429 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.