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Optimum Investment Advisors’s iShares MBS ETF MBB Stock Holding History

Optimum Investment 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
2015
Q1 		$17K Hold
155
– – 0.01% 724
2014
Q4 		$17K Hold
155
– – 0.01% 754
2014
Q3 		$17K Hold
155
– – 0.01% 676
2014
Q2 		$17K Hold
155
– – 0.01% 691
2014
Q1 		$16K Buy
155
+28
+22% +$2.97K 0.01% 544
2013
Q4 		$13K Hold
127
– – ﹤0.01% 579
2013
Q3 		$13K Buy
+127
New +$13.3K 0.01% 552

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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 $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Optimum Investment Advisors's MBB Position: Q1 2015 in Review

Optimum Investment Advisors held its iShares MBS ETF (MBB) position steady in Q1 2015 at 155 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #724.

Optimum Investment Advisors first reported a position in MBB in Q3 2013 and has held it in 7 quarters since. 225 funds tracked by Wall St. Rank hold MBB as of Q1 2015.

  • Optimum Investment Advisors held 155 shares of iShares MBS ETF worth $17K as of Q1 2015.
  • Optimum Investment Advisors left its iShares MBS ETF share count unchanged in Q1 2015.
  • iShares MBS ETF made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #724 holding.
  • Optimum Investment Advisors first reported a position in iShares MBS ETF in Q3 2013 and has held it in 7 quarters since.
  • 225 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.