First Command Advisory Services’s iShares MBS ETF MBB Stock Holding History

First Command Advisory Services’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
2024 Q3	–	Sell	-14	Closed	–	–	515
2024 Q2	$0	Sell	14 -14	-50%	-$1.27K	﹤0.01%	584
2024 Q1	$2.59K	Hold	28	–	–	﹤0.01%	436
2023 Q4	$2.63K	Buy	+28	New	+$2.51K	﹤0.01%	418
2022 Q3	–	Sell	-2	Closed	–	–	108
2022 Q2	$0	Sell	2 -13	-87%	-$1.27K	﹤0.01%	117
2022 Q1	$0	Buy	+15	New	+$1.56K	﹤0.01%	84
2021 Q3	–	Sell	-37	Closed	–	–	150
2021 Q2	$0	Buy	+37	New	+$4.01K	﹤0.01%	56
2018 Q2	–	Sell	-873	Closed	–	–	34
2018 Q1	$0	Buy	873 +811	+1,308%	+$85K	﹤0.01%	50
2017 Q4	$7K	Buy	+62	New	+$6.62K	﹤0.01%	20

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

First Command Advisory Services's MBB Position: Q3 2024 in Review

First Command Advisory Services sold out of iShares MBS ETF (MBB) in Q3 2024, closing a stake of 14 shares.

First Command Advisory Services first reported a position in MBB in Q4 2017 and held it in 8 quarters. The position peaked at $7K in Q4 2017. 873 funds tracked by Wall St. Rank hold MBB as of Q3 2024.

First Command Advisory Services reported no remaining iShares MBS ETF position as of Q3 2024 after selling out during the quarter.
First Command Advisory Services sold 14 iShares MBS ETF shares in Q3 2024.
First Command Advisory Services first reported a position in iShares MBS ETF in Q4 2017 and held it in 8 quarters.
First Command Advisory Services's iShares MBS ETF position peaked at $7K in Q4 2017.
873 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2024.

Based on First Command Advisory Services's 13F filing for Q3 2024, filed 25 Oct 2024.