Marino Stram & Associates’s iShares MBS ETF MBB Stock Holding History

Marino Stram & Associates’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 Q2	–	Sell	-64	Closed	-$7K	–	368
2019 Q1	$7K	Hold	64	–	–	0.01%	331
2018 Q4	$7K	Hold	64	–	–	0.01%	309
2018 Q3	$7K	Hold	64	–	–	0.01%	330
2018 Q2	$7K	Hold	64	–	–	0.01%	327
2018 Q1	$7K	Hold	64	–	–	0.01%	349
2017 Q4	$7K	Buy	+64	New	+$6.83K	0.01%	344

Other funds holding MBB

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UCFA

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

Marino Stram & Associates's MBB Position: Q2 2019 in Review

Marino Stram & Associates sold out of iShares MBS ETF (MBB) in Q2 2019, closing a stake of 64 shares — an estimated $7K sold.

Marino Stram & Associates first reported a position in MBB in Q4 2017 and held it in 6 quarters. The position peaked at $7K in Q1 2019. 409 funds tracked by Wall St. Rank hold MBB as of Q2 2019.

Marino Stram & Associates reported no remaining iShares MBS ETF position as of Q2 2019 after selling out during the quarter.
Marino Stram & Associates sold 64 iShares MBS ETF shares in Q2 2019, an estimated $7K.
Marino Stram & Associates first reported a position in iShares MBS ETF in Q4 2017 and held it in 6 quarters.
Marino Stram & Associates's iShares MBS ETF position peaked at $7K in Q1 2019.
409 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.