Live Your Vision’s iShares MBS ETF MBB Stock Holding History

Live Your Vision’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
2018 Q3	–	Sell	-181	Closed	-$19K	–	302
2018 Q2	$19K	Buy	+181	New	+$18.8K	0.01%	186

Other funds holding MBB

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Live Your Vision's MBB Position: Q3 2018 in Review

Live Your Vision sold out of iShares MBS ETF (MBB) in Q3 2018, closing a stake of 181 shares — an estimated $19K sold.

Live Your Vision first reported a position in MBB in Q2 2018 and held it in 1 quarter. The position peaked at $19K in Q2 2018. 317 funds tracked by Wall St. Rank hold MBB as of Q3 2018.

Live Your Vision reported no remaining iShares MBS ETF position as of Q3 2018 after selling out during the quarter.
Live Your Vision sold 181 iShares MBS ETF shares in Q3 2018, an estimated $19K.
Live Your Vision first reported a position in iShares MBS ETF in Q2 2018 and held it in 1 quarter.
Live Your Vision's iShares MBS ETF position peaked at $19K in Q2 2018.
317 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2018.

Based on Live Your Vision's 13F filing for Q3 2018, filed 29 Oct 2018.