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Personal Capital Advisors’s iShares MBS ETF MBB Stock Holding History

Personal Capital 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
2022
Q1 		– Sell
-2,166
Closed -$229K – 521
2021
Q4 		$229K Buy
+2,166
New +$233K ﹤0.01% 501
2021
Q3 		– Sell
-2,625
Closed -$284K – 507
2021
Q2 		$284K Buy
2,625
+668
+34% +$72.4K ﹤0.01% 403
2021
Q1 		$212K Sell
1,957
-4
-0.2% -$438 ﹤0.01% 451
2020
Q4 		$216K Buy
+1,961
New +$216K ﹤0.01% 432

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Personal Capital Advisors's MBB Position: Q1 2022 in Review

Personal Capital Advisors sold out of iShares MBS ETF (MBB) in Q1 2022, closing a stake of 2,166 shares — an estimated $229K sold.

Personal Capital Advisors first reported a position in MBB in Q4 2020 and held it in 4 quarters. The position peaked at $284K in Q2 2021. 710 funds tracked by Wall St. Rank hold MBB as of Q1 2022.

  • Personal Capital Advisors reported no remaining iShares MBS ETF position as of Q1 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 2,166 iShares MBS ETF shares in Q1 2022, an estimated $229K.
  • Personal Capital Advisors first reported a position in iShares MBS ETF in Q4 2020 and held it in 4 quarters.
  • Personal Capital Advisors's iShares MBS ETF position peaked at $284K in Q2 2021.
  • 710 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2022.

Based on Personal Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.