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Institute for Wealth Management’s iShares MBS ETF MBB Stock Holding History

Institute for Wealth 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
2020
Q1 		– Sell
-87
Closed -$9K – 568
2019
Q4 		$9K Buy
+87
New +$9.4K ﹤0.01% 608
2014
Q4 		– Sell
-379
Closed -$41K – 44
2014
Q3 		$41K Buy
+379
New +$40.9K 0.04% 41
2014
Q2 		– Sell
-2,026
Closed -$215K – 69
2014
Q1 		$215K Buy
+2,026
New +$215K 0.18% 34
2013
Q4 		– Sell
-5,195
Closed -$550K – 76
2013
Q3 		$550K Buy
+5,195
New +$543K 0.38% 34

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Institute for Wealth Management's MBB Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares MBS ETF (MBB) in Q1 2020, closing a stake of 87 shares — an estimated $9K sold.

Institute for Wealth Management first reported a position in MBB in Q3 2013 and held it in 4 quarters. The position peaked at $550K in Q3 2013. 537 funds tracked by Wall St. Rank hold MBB as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares MBS ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 87 iShares MBS ETF shares in Q1 2020, an estimated $9K.
  • Institute for Wealth Management first reported a position in iShares MBS ETF in Q3 2013 and held it in 4 quarters.
  • Institute for Wealth Management's iShares MBS ETF position peaked at $550K in Q3 2013.
  • 537 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.