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

Independence 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
2020 Q3	–	Sell	-7,079	Closed	-$784K	–	17
2020 Q2	$784K	Sell	7,079 -36,543	-84%	-$4.05M	1.89%	11
2020 Q1	$4.82M	Buy	43,622 +1,242	+3%	+$135K	5.79%	10
2019 Q4	$4.58M	Buy	42,380 +5,564	+15%	+$601K	4.45%	11
2019 Q3	$3.99M	Sell	36,816 -2,051	-5%	-$221K	4.21%	11
2019 Q2	$4.18M	Buy	38,867 +4,100	+12%	+$436K	4.12%	11
2019 Q1	$3.7M	Sell	34,767 -24,382	-41%	-$2.56M	3.99%	11
2018 Q4	$6.19M	Buy	59,149 +303	+0.5%	+$31.2K	7.44%	6
2018 Q3	$6.08M	Buy	58,846 +1,588	+3%	+$165K	6.16%	8
2018 Q2	$5.96M	Buy	57,258 +2,945	+5%	+$306K	6.2%	8
2018 Q1	$5.68M	Buy	54,313 +333	+0.6%	+$34.9K	5.25%	8
2017 Q4	$5.75M	Buy	+53,980	New	+$5.76M	5.26%	8

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 Wealth Advisors's MBB Position: Q3 2020 in Review

Independence Wealth Advisors sold out of iShares MBS ETF (MBB) in Q3 2020, closing a stake of 7,079 shares — an estimated $784K sold.

Independence Wealth Advisors first reported a position in MBB in Q4 2017 and held it in 11 quarters. The position peaked at $6.19M in Q4 2018. 572 funds tracked by Wall St. Rank hold MBB as of Q3 2020.

Independence Wealth Advisors reported no remaining iShares MBS ETF position as of Q3 2020 after selling out during the quarter.
Independence Wealth Advisors sold 7,079 iShares MBS ETF shares in Q3 2020, an estimated $784K.
Independence Wealth Advisors first reported a position in iShares MBS ETF in Q4 2017 and held it in 11 quarters.
Independence Wealth Advisors's iShares MBS ETF position peaked at $6.19M in Q4 2018.
572 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2020.

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