HCR Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

HCR Wealth 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 Q1	–	Sell	-559	Closed	-$62K	–	234
2020 Q4	$62K	Hold	559	–	–	0.01%	201
2020 Q3	$62K	Hold	559	–	–	0.01%	177
2020 Q2	$62K	Buy	559 +134	+32%	+$14.8K	0.01%	174
2020 Q1	$47K	Hold	425	–	–	0.01%	176
2019 Q4	$46K	Buy	+425	New	+$45.9K	0.01%	181

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

HCR Wealth Advisors's MBB Position: Q1 2021 in Review

HCR Wealth Advisors sold out of iShares MBS ETF (MBB) in Q1 2021, closing a stake of 559 shares — an estimated $62K sold.

HCR Wealth Advisors first reported a position in MBB in Q4 2019 and held it in 5 quarters. The position peaked at $62K in Q4 2020. 693 funds tracked by Wall St. Rank hold MBB as of Q1 2021.

HCR Wealth Advisors reported no remaining iShares MBS ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 559 iShares MBS ETF shares in Q1 2021, an estimated $62K.
HCR Wealth Advisors first reported a position in iShares MBS ETF in Q4 2019 and held it in 5 quarters.
HCR Wealth Advisors's iShares MBS ETF position peaked at $62K in Q4 2020.
693 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.