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Financial Architects (New Jersey)’s iShares MBS ETF MBB Stock Holding History

Financial Architects (New Jersey)’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
Q4 		– Sell
-175
Closed -$19K – 961
2019
Q3 		$19K Hold
175
– – ﹤0.01% 604
2019
Q2 		$19K Buy
175
+125
+250% +$13.3K ﹤0.01% 729
2019
Q1 		$5K Buy
+50
New +$5.26K ﹤0.01% 1219
2018
Q2 		– Sell
-116
Closed -$12K – 1425
2018
Q1 		$12K Sell
116
-988
-89% -$104K ﹤0.01% 1022
2017
Q4 		$118K Buy
1,104
+153
+16% +$16.3K 0.02% 456
2017
Q3 		$102K Buy
951
+29
+3% +$3.11K 0.02% 498
2017
Q2 		$98K Buy
922
+901
+4,290% +$96.4K 0.02% 490
2017
Q1 		$2K Sell
21
-124
-86% -$13.2K ﹤0.01% 1444
2016
Q4 		$15K Hold
145
– – ﹤0.01% 912
2016
Q3 		$16K Hold
145
– – ﹤0.01% 898
2016
Q2 		$16K Hold
145
– – ﹤0.01% 852
2016
Q1 		$16K Buy
+145
New +$15.8K 0.01% 635
2015
Q3 		– Sell
-197
Closed -$21K – 615
2015
Q2 		$21K Hold
197
– – 0.01% 634
2015
Q1 		$22K Buy
197
+1
+0.5% +$110 0.01% 557
2014
Q4 		$21K Hold
196
– – 0.01% 527
2014
Q3 		$21K Buy
196
+145
+284% +$15.7K 0.01% 464
2014
Q2 		$6K Buy
+51
New +$5.47K ﹤0.01% 752
2013
Q4 		– Sell
-225
Closed -$24K – 386
2013
Q3 		$24K Buy
+225
New +$23.5K 0.02% 353

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Architects (New Jersey)'s MBB Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of iShares MBS ETF (MBB) in Q4 2019, closing a stake of 175 shares — an estimated $19K sold.

Financial Architects (New Jersey) first reported a position in MBB in Q3 2013 and held it in 18 quarters. The position peaked at $118K in Q4 2017. 510 funds tracked by Wall St. Rank hold MBB as of Q4 2019.

  • Financial Architects (New Jersey) reported no remaining iShares MBS ETF position as of Q4 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 175 iShares MBS ETF shares in Q4 2019, an estimated $19K.
  • Financial Architects (New Jersey) first reported a position in iShares MBS ETF in Q3 2013 and held it in 18 quarters.
  • Financial Architects (New Jersey)'s iShares MBS ETF position peaked at $118K in Q4 2017.
  • 510 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.