Physician Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Physician Wealth 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
2020 Q4	–	Sell	-18,312	Closed	-$2.02M	–	146
2020 Q3	$2.02M	Buy	+18,312	New	+$2.02M	0.81%	29
2020 Q1	–	Sell	-17,334	Closed	-$1.88M	–	114
2019 Q4	$1.88M	Buy	17,334 +2,929	+20%	+$316K	0.84%	26
2019 Q3	$1.56M	Buy	+14,405	New	+$1.55M	0.76%	26

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Physician Wealth Advisors's MBB Position: Q4 2020 in Review

Physician Wealth Advisors sold out of iShares MBS ETF (MBB) in Q4 2020, closing a stake of 18,312 shares — an estimated $2.02M sold.

Physician Wealth Advisors first reported a position in MBB in Q3 2019 and held it in 3 quarters. The position peaked at $2.02M in Q3 2020. 688 funds tracked by Wall St. Rank hold MBB as of Q4 2020.

Physician Wealth Advisors reported no remaining iShares MBS ETF position as of Q4 2020 after selling out during the quarter.
Physician Wealth Advisors sold 18,312 iShares MBS ETF shares in Q4 2020, an estimated $2.02M.
Physician Wealth Advisors first reported a position in iShares MBS ETF in Q3 2019 and held it in 3 quarters.
Physician Wealth Advisors's iShares MBS ETF position peaked at $2.02M in Q3 2020.
688 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2020.

Based on Physician Wealth Advisors's 13F filing for Q4 2020, filed 19 Feb 2021.