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Northwestern Mutual Investment Services’s iShares MBS ETF MBB Stock Holding History

Northwestern Mutual Investment Services’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
2016
Q1 		– Sell
-23
Closed -$2K – 50
2015
Q4 		$2K Buy
+23
New +$2.5K ﹤0.01% 64
2014
Q3 		– Sell
-5
Closed -$1K – 103
2014
Q2 		$1K Buy
+5
New +$536 ﹤0.01% 104

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Investment Services's MBB Position: Q1 2016 in Review

Northwestern Mutual Investment Services sold out of iShares MBS ETF (MBB) in Q1 2016, closing a stake of 23 shares — an estimated $2K sold.

Northwestern Mutual Investment Services first reported a position in MBB in Q2 2014 and held it in 2 quarters. The position peaked at $2K in Q4 2015. 270 funds tracked by Wall St. Rank hold MBB as of Q1 2016.

  • Northwestern Mutual Investment Services reported no remaining iShares MBS ETF position as of Q1 2016 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 23 iShares MBS ETF shares in Q1 2016, an estimated $2K.
  • Northwestern Mutual Investment Services first reported a position in iShares MBS ETF in Q2 2014 and held it in 2 quarters.
  • Northwestern Mutual Investment Services's iShares MBS ETF position peaked at $2K in Q4 2015.
  • 270 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2016.

Based on Northwestern Mutual Investment Services's 13F filing for Q1 2016.