Independence Advisors’s iShares MBS ETF MBB Stock Holding History

Independence 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
2020 Q3	$50K	Buy	451 +56	+14%	+$6.19K	0.01%	124
2020 Q2	$44K	Sell	395 -7	-2%	-$775	0.01%	122
2020 Q1	$44K	Buy	402 +22	+6%	+$2.39K	0.01%	111
2019 Q4	$41K	Buy	+380	New	+$41.1K	0.01%	127

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Independence Advisors's MBB Position: Q3 2020 in Review

Independence Advisors increased its iShares MBS ETF (MBB) stake by 14% in Q3 2020, buying an estimated $6.19K and bringing the position to 451 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #124.

Independence Advisors first reported a position in MBB in Q4 2019 and has held it in 4 quarters since. 572 funds tracked by Wall St. Rank hold MBB as of Q3 2020.

Independence Advisors held 451 shares of iShares MBS ETF worth $50K as of Q3 2020.
Independence Advisors bought 56 iShares MBS ETF shares in Q3 2020, an estimated $6.19K.
iShares MBS ETF made up 0.01% of Independence Advisors's portfolio in Q3 2020, its #124 holding.
Independence Advisors first reported a position in iShares MBS ETF in Q4 2019 and has held it in 4 quarters since.
572 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.