HT Partners’s iShares MBS ETF MBB Stock Holding History

HT Partners’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
2019 Q1	–	Sell	-41,830	Closed	-$4.38M	–	29
2018 Q4	$4.38M	Buy	+41,830	New	+$4.3M	2.11%	9

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

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

CSIA

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

HT Partners's MBB Position: Q1 2019 in Review

HT Partners sold out of iShares MBS ETF (MBB) in Q1 2019, closing a stake of 41,830 shares — an estimated $4.38M sold.

HT Partners first reported a position in MBB in Q4 2018 and held it in 1 quarter. The position peaked at $4.38M in Q4 2018. 389 funds tracked by Wall St. Rank hold MBB as of Q1 2019.

HT Partners reported no remaining iShares MBS ETF position as of Q1 2019 after selling out during the quarter.
HT Partners sold 41,830 iShares MBS ETF shares in Q1 2019, an estimated $4.38M.
HT Partners first reported a position in iShares MBS ETF in Q4 2018 and held it in 1 quarter.
HT Partners's iShares MBS ETF position peaked at $4.38M in Q4 2018.
389 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2019.

Based on HT Partners's 13F filing for Q1 2019, filed 8 Apr 2019.