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

First Command Financial 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
2022 Q1	–	Sell	-143	Closed	-$15K	–	452
2021 Q4	$15K	Buy	+143	New	+$15.4K	﹤0.01%	342
2018 Q2	–	Sell	-873	Closed	–	–	426
2018 Q1	$0	Buy	+873	New	+$91.5K	﹤0.01%	465
2017 Q3	–	Sell	-306	Closed	-$33K	–	428
2017 Q2	$33K	Buy	+306	New	+$32.7K	0.02%	243

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

First Command Financial Services's MBB Position: Q1 2022 in Review

First Command Financial Services sold out of iShares MBS ETF (MBB) in Q1 2022, closing a stake of 143 shares — an estimated $15K sold.

First Command Financial Services first reported a position in MBB in Q2 2017 and held it in 3 quarters. The position peaked at $33K in Q2 2017. 710 funds tracked by Wall St. Rank hold MBB as of Q1 2022.

First Command Financial Services reported no remaining iShares MBS ETF position as of Q1 2022 after selling out during the quarter.
First Command Financial Services sold 143 iShares MBS ETF shares in Q1 2022, an estimated $15K.
First Command Financial Services first reported a position in iShares MBS ETF in Q2 2017 and held it in 3 quarters.
First Command Financial Services's iShares MBS ETF position peaked at $33K in Q2 2017.
710 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2022.

Based on First Command Financial Services's 13F filing for Q1 2022, filed 14 Apr 2022.