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MinichMacGregor Wealth Management’s iShares MBS ETF MBB Stock Holding History

MinichMacGregor 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
Q2 		– Sell
-2,466
Closed -$271K – 93
2020
Q1 		$271K Buy
+2,466
New +$268K 0.24% 71
2019
Q1 		– Sell
-4,200
Closed -$450K – 90
2018
Q4 		$450K Buy
+4,200
New +$432K 0.31% 68
2017
Q3 		– Sell
-85
Closed -$9K – 500
2017
Q2 		$9K Hold
85
– – 0.01% 291
2017
Q1 		$9K Hold
85
– – 0.01% 291
2016
Q4 		$9K Hold
85
– – 0.01% 272
2016
Q3 		$9K Hold
85
– – 0.01% 281
2016
Q2 		$9K Hold
85
– – 0.01% 271
2016
Q1 		$9K Buy
+85
New +$9.26K 0.01% 266

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MinichMacGregor Wealth Management's MBB Position: Q2 2020 in Review

MinichMacGregor Wealth Management sold out of iShares MBS ETF (MBB) in Q2 2020, closing a stake of 2,466 shares — an estimated $271K sold.

MinichMacGregor Wealth Management first reported a position in MBB in Q1 2016 and held it in 8 quarters. The position peaked at $450K in Q4 2018. 542 funds tracked by Wall St. Rank hold MBB as of Q2 2020.

  • MinichMacGregor Wealth Management reported no remaining iShares MBS ETF position as of Q2 2020 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 2,466 iShares MBS ETF shares in Q2 2020, an estimated $271K.
  • MinichMacGregor Wealth Management first reported a position in iShares MBS ETF in Q1 2016 and held it in 8 quarters.
  • MinichMacGregor Wealth Management's iShares MBS ETF position peaked at $450K in Q4 2018.
  • 542 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2020.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2020, filed 5 Aug 2020.