Legacy Advisors’s iShares MBS ETF MBB Stock Holding History

Legacy 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
2019 Q3	–	Sell	-126	Closed	-$14K	–	238
2019 Q2	$14K	Sell	126 -57	-31%	-$6.07K	0.01%	284
2019 Q1	$19K	Buy	+183	New	+$19.2K	0.01%	285

Other funds holding MBB

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Legacy Advisors's MBB Position: Q3 2019 in Review

Legacy Advisors sold out of iShares MBS ETF (MBB) in Q3 2019, closing a stake of 126 shares — an estimated $14K sold.

Legacy Advisors first reported a position in MBB in Q1 2019 and held it in 2 quarters. The position peaked at $19K in Q1 2019. 429 funds tracked by Wall St. Rank hold MBB as of Q3 2019.

Legacy Advisors reported no remaining iShares MBS ETF position as of Q3 2019 after selling out during the quarter.
Legacy Advisors sold 126 iShares MBS ETF shares in Q3 2019, an estimated $14K.
Legacy Advisors first reported a position in iShares MBS ETF in Q1 2019 and held it in 2 quarters.
Legacy Advisors's iShares MBS ETF position peaked at $19K in Q1 2019.
429 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.