Moloney Securities Asset Management’s iShares MBS ETF MBB Stock Holding History

Moloney Securities Asset 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
2019 Q2	–	Sell	-2,574	Closed	-$274K	–	333
2019 Q1	$274K	Buy	+2,574	New	+$271K	0.09%	232
2018 Q1	–	Sell	-3,461	Closed	-$369K	–	307
2017 Q4	$369K	Sell	3,461 -1,289	-27%	-$138K	0.16%	169
2017 Q3	$509K	Sell	4,750 -98	-2%	-$10.5K	0.23%	128
2017 Q2	$518K	Buy	4,848 +767	+19%	+$82.1K	0.26%	125
2017 Q1	$435K	Buy	+4,081	New	+$434K	0.23%	138

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

Moloney Securities Asset Management's MBB Position: Q2 2019 in Review

Moloney Securities Asset Management sold out of iShares MBS ETF (MBB) in Q2 2019, closing a stake of 2,574 shares — an estimated $274K sold.

Moloney Securities Asset Management first reported a position in MBB in Q1 2017 and held it in 5 quarters. The position peaked at $518K in Q2 2017. 409 funds tracked by Wall St. Rank hold MBB as of Q2 2019.

Moloney Securities Asset Management reported no remaining iShares MBS ETF position as of Q2 2019 after selling out during the quarter.
Moloney Securities Asset Management sold 2,574 iShares MBS ETF shares in Q2 2019, an estimated $274K.
Moloney Securities Asset Management first reported a position in iShares MBS ETF in Q1 2017 and held it in 5 quarters.
Moloney Securities Asset Management's iShares MBS ETF position peaked at $518K in Q2 2017.
409 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2019.

Based on Moloney Securities Asset Management's 13F filing for Q2 2019, filed 29 Jul 2019.