Lowe Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Lowe Wealth 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
2020 Q4	–	Sell	-865	Closed	-$95K	–	276
2020 Q3	$95K	Buy	865 +100	+13%	+$11.1K	0.05%	49
2020 Q2	$85K	Buy	+765	New	+$84.7K	0.05%	52
2015 Q2	–	Sell	-38	Closed	-$4K	–	234
2015 Q1	$4K	Buy	+38	New	+$4.17K	﹤0.01%	168

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lowe Wealth Advisors's MBB Position: Q4 2020 in Review

Lowe Wealth Advisors sold out of iShares MBS ETF (MBB) in Q4 2020, closing a stake of 865 shares — an estimated $95K sold.

Lowe Wealth Advisors first reported a position in MBB in Q1 2015 and held it in 3 quarters. The position peaked at $95K in Q3 2020. 688 funds tracked by Wall St. Rank hold MBB as of Q4 2020.

Lowe Wealth Advisors reported no remaining iShares MBS ETF position as of Q4 2020 after selling out during the quarter.
Lowe Wealth Advisors sold 865 iShares MBS ETF shares in Q4 2020, an estimated $95K.
Lowe Wealth Advisors first reported a position in iShares MBS ETF in Q1 2015 and held it in 3 quarters.
Lowe Wealth Advisors's iShares MBS ETF position peaked at $95K in Q3 2020.
688 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2020.

Based on Lowe Wealth Advisors's 13F filing for Q4 2020, filed 7 Jan 2021.