Federation des caisses Desjardins du Quebec’s iShares MBS ETF MBB Stock Holding History

Federation des caisses Desjardins du Quebec’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	-275	Closed	-$29.6K	–	2310
2019 Q2	$29.6K	Sell	275 -365	-57%	-$38.8K	﹤0.01%	1614
2019 Q1	$68.1K	Hold	640	–	–	﹤0.01%	1245
2018 Q4	$67K	Hold	640	–	–	﹤0.01%	1220
2018 Q3	$66.1K	Hold	640	–	–	﹤0.01%	1279
2018 Q2	$66.7K	Hold	640	–	–	﹤0.01%	1278
2018 Q1	$67K	Hold	640	–	–	﹤0.01%	1258
2017 Q4	$68.2K	Buy	640 +365	+133%	+$38.9K	﹤0.01%	1267
2017 Q3	$29.5K	Hold	275	–	–	﹤0.01%	1449
2017 Q2	$29.4K	Buy	+275	New	+$29.4K	﹤0.01%	1500

Other funds holding MBB

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Federation des caisses Desjardins du Quebec's MBB Position: Q3 2019 in Review

Federation des caisses Desjardins du Quebec sold out of iShares MBS ETF (MBB) in Q3 2019, closing a stake of 275 shares — an estimated $29.6K sold.

Federation des caisses Desjardins du Quebec first reported a position in MBB in Q2 2017 and held it in 9 quarters. The position peaked at $68.2K in Q4 2017. 429 funds tracked by Wall St. Rank hold MBB as of Q3 2019.

Federation des caisses Desjardins du Quebec reported no remaining iShares MBS ETF position as of Q3 2019 after selling out during the quarter.
Federation des caisses Desjardins du Quebec sold 275 iShares MBS ETF shares in Q3 2019, an estimated $29.6K.
Federation des caisses Desjardins du Quebec first reported a position in iShares MBS ETF in Q2 2017 and held it in 9 quarters.
Federation des caisses Desjardins du Quebec's iShares MBS ETF position peaked at $68.2K in Q4 2017.
429 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2019.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q3 2019, filed 30 Aug 2024.