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Gould Asset Management’s iShares MBS ETF MBB Stock Holding History

Gould Asset Management’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
2018
Q2 		– Sell
-2,195
Closed -$230K – 146
2018
Q1 		$230K Buy
2,195
+315
+17% +$33K 0.1% 123
2017
Q4 		$200K Buy
+1,880
New +$201K 0.09% 135

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Gould Asset Management's MBB Position: Q2 2018 in Review

Gould Asset Management sold out of iShares MBS ETF (MBB) in Q2 2018, closing a stake of 2,195 shares — an estimated $230K sold.

Gould Asset Management first reported a position in MBB in Q4 2017 and held it in 2 quarters. The position peaked at $230K in Q1 2018. 316 funds tracked by Wall St. Rank hold MBB as of Q2 2018.

  • Gould Asset Management reported no remaining iShares MBS ETF position as of Q2 2018 after selling out during the quarter.
  • Gould Asset Management sold 2,195 iShares MBS ETF shares in Q2 2018, an estimated $230K.
  • Gould Asset Management first reported a position in iShares MBS ETF in Q4 2017 and held it in 2 quarters.
  • Gould Asset Management's iShares MBS ETF position peaked at $230K in Q1 2018.
  • 316 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2018.

Based on Gould Asset Management's 13F filing for Q2 2018, filed 13 Aug 2018.