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Juncture Wealth Strategies’s iShares MBS ETF MBB Stock Holding History

Juncture Wealth Strategies’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
Q3 		– Sell
-4,437
Closed -$477K – 106
2019
Q2 		$477K Sell
4,437
-2,303
-34% -$245K 0.38% 70
2019
Q1 		$717K Sell
6,740
-2,931
-30% -$308K 0.55% 47
2018
Q4 		$1.01M Sell
9,671
-5,835
-38% -$600K 0.68% 37
2018
Q3 		$1.6M Sell
15,506
-318
-2% -$33K 0.84% 34
2018
Q2 		$1.65M Sell
15,824
-1,667
-10% -$173K 0.88% 30
2018
Q1 		$1.83M Buy
17,491
+1,519
+10% +$159K 1.02% 29
2017
Q4 		$1.7M Buy
15,972
+3,683
+30% +$393K 0.96% 31
2017
Q3 		$1.32M Buy
12,289
+2,354
+24% +$252K 0.74% 36
2017
Q2 		$1.06M Buy
9,935
+1,553
+19% +$166K 0.61% 43
2017
Q1 		$893K Buy
8,382
+3,904
+87% +$415K 0.55% 48
2016
Q4 		$476K Buy
4,478
+1,138
+34% +$123K 0.33% 63
2016
Q3 		$368K Buy
+3,340
New +$367K 0.25% 68

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Juncture Wealth Strategies's MBB Position: Q3 2019 in Review

Juncture Wealth Strategies sold out of iShares MBS ETF (MBB) in Q3 2019, closing a stake of 4,437 shares — an estimated $477K sold.

Juncture Wealth Strategies first reported a position in MBB in Q3 2016 and held it in 12 quarters. The position peaked at $1.83M in Q1 2018. 429 funds tracked by Wall St. Rank hold MBB as of Q3 2019.

  • Juncture Wealth Strategies reported no remaining iShares MBS ETF position as of Q3 2019 after selling out during the quarter.
  • Juncture Wealth Strategies sold 4,437 iShares MBS ETF shares in Q3 2019, an estimated $477K.
  • Juncture Wealth Strategies first reported a position in iShares MBS ETF in Q3 2016 and held it in 12 quarters.
  • Juncture Wealth Strategies's iShares MBS ETF position peaked at $1.83M in Q1 2018.
  • 429 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2019.

Based on Juncture Wealth Strategies's 13F filing for Q3 2019, filed 10 Oct 2019.