Fort Washington Investment Advisors’s iShares MBS ETF MBB Stock Holding History

Fort Washington Investment Advisors’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
2021 Q3	–	Sell	-2,400	Closed	-$260K	–	515
2021 Q2	$260K	Hold	2,400	–	–	﹤0.01%	480
2021 Q1	$260K	Hold	2,400	–	–	﹤0.01%	464
2020 Q4	$264K	Hold	2,400	–	–	﹤0.01%	462
2020 Q3	$265K	Hold	2,400	–	–	﹤0.01%	446
2020 Q2	$266K	Buy	+2,400	New	+$266K	﹤0.01%	454
2019 Q1	–	Sell	-2,024	Closed	-$212K	–	530
2018 Q4	$212K	Buy	+2,024	New	+$208K	﹤0.01%	501
2018 Q3	–	Sell	-3,757	Closed	-$391K	–	555
2018 Q2	$391K	Buy	3,757 +697	+23%	+$72.3K	﹤0.01%	462
2018 Q1	$320K	Sell	3,060 -2,986	-49%	-$313K	﹤0.01%	496
2017 Q4	$644K	Sell	6,046 -5,567	-48%	-$594K	0.01%	449
2017 Q3	$1.24M	Sell	11,613 -11,376	-49%	-$1.22M	0.02%	279
2017 Q2	$2.45M	Sell	22,989 -18,591	-45%	-$1.99M	0.04%	200
2017 Q1	$4.43M	Sell	41,580 -6,488	-13%	-$690K	0.07%	144
2016 Q4	$5.11M	Buy	+48,068	New	+$5.2M	0.09%	123

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Fort Washington Investment Advisors's MBB Position: Q3 2021 in Review

Fort Washington Investment Advisors sold out of iShares MBS ETF (MBB) in Q3 2021, closing a stake of 2,400 shares — an estimated $260K sold.

Fort Washington Investment Advisors first reported a position in MBB in Q4 2016 and held it in 13 quarters. The position peaked at $5.11M in Q4 2016. 681 funds tracked by Wall St. Rank hold MBB as of Q3 2021.

Fort Washington Investment Advisors reported no remaining iShares MBS ETF position as of Q3 2021 after selling out during the quarter.
Fort Washington Investment Advisors sold 2,400 iShares MBS ETF shares in Q3 2021, an estimated $260K.
Fort Washington Investment Advisors first reported a position in iShares MBS ETF in Q4 2016 and held it in 13 quarters.
Fort Washington Investment Advisors's iShares MBS ETF position peaked at $5.11M in Q4 2016.
681 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2021.

Based on Fort Washington Investment Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.