Fiduciary Planning’s iShares MBS ETF MBB Stock Holding History

Fiduciary Planning’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 Q1	–	Sell	-47,843	Closed	-$5.2M	–	59
2019 Q4	$5.2M	Buy	+47,843	New	+$5.17M	4.8%	5

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Fiduciary Planning's MBB Position: Q1 2020 in Review

Fiduciary Planning sold out of iShares MBS ETF (MBB) in Q1 2020, closing a stake of 47,843 shares — an estimated $5.2M sold.

Fiduciary Planning first reported a position in MBB in Q4 2019 and held it in 1 quarter. The position peaked at $5.2M in Q4 2019. 537 funds tracked by Wall St. Rank hold MBB as of Q1 2020.

Fiduciary Planning reported no remaining iShares MBS ETF position as of Q1 2020 after selling out during the quarter.
Fiduciary Planning sold 47,843 iShares MBS ETF shares in Q1 2020, an estimated $5.2M.
Fiduciary Planning first reported a position in iShares MBS ETF in Q4 2019 and held it in 1 quarter.
Fiduciary Planning's iShares MBS ETF position peaked at $5.2M in Q4 2019.
537 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2020.

Based on Fiduciary Planning's 13F filing for Q1 2020, filed 8 May 2020.