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Leicht Financial Planning & Wealth Management’s iShares MBS ETF MBB Stock Holding History

Leicht Financial Planning & 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
Q3 		– Sell
-2,889
Closed -$321K – 21
2020
Q2 		$321K Sell
2,889
-53,058
-95% -$5.87M 0.25% 18
2020
Q1 		$6.19M Buy
55,947
+47,335
+550% +$5.15M 5.99% 6
2019
Q4 		$931K Buy
+8,612
New +$930K 0.85% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's MBB Position: Q3 2020 in Review

Leicht Financial Planning & Wealth Management sold out of iShares MBS ETF (MBB) in Q3 2020, closing a stake of 2,889 shares — an estimated $321K sold.

Leicht Financial Planning & Wealth Management first reported a position in MBB in Q4 2019 and held it in 3 quarters. The position peaked at $6.19M in Q1 2020. 572 funds tracked by Wall St. Rank hold MBB as of Q3 2020.

  • Leicht Financial Planning & Wealth Management reported no remaining iShares MBS ETF position as of Q3 2020 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 2,889 iShares MBS ETF shares in Q3 2020, an estimated $321K.
  • Leicht Financial Planning & Wealth Management first reported a position in iShares MBS ETF in Q4 2019 and held it in 3 quarters.
  • Leicht Financial Planning & Wealth Management's iShares MBS ETF position peaked at $6.19M in Q1 2020.
  • 572 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.