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Piershale Financial Group’s iShares MBS ETF MBB Stock Holding History

Piershale Financial Group’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
-201,018
Closed -$21.4M – 21
2019
Q1 		$21.4M Buy
201,018
+97,254
+94% +$10.2M 12.79% 5
2018
Q4 		$10.9M Buy
+103,764
New +$10.7M 6.59% 9
2016
Q1 		– Sell
-253,497
Closed -$27.3M – 177
2015
Q4 		$27.3M Buy
+253,497
New +$27.6M 16.59% 2
2015
Q1 		– Sell
-148,022
Closed -$16.2M – 154
2014
Q4 		$16.2M Buy
+148,022
New +$16.2M 10.52% 2

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
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Barclays
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

Piershale Financial Group's MBB Position: Q2 2019 in Review

Piershale Financial Group sold out of iShares MBS ETF (MBB) in Q2 2019, closing a stake of 201,018 shares — an estimated $21.4M sold.

Piershale Financial Group first reported a position in MBB in Q4 2014 and held it in 4 quarters. The position peaked at $27.3M in Q4 2015. 409 funds tracked by Wall St. Rank hold MBB as of Q2 2019.

  • Piershale Financial Group reported no remaining iShares MBS ETF position as of Q2 2019 after selling out during the quarter.
  • Piershale Financial Group sold 201,018 iShares MBS ETF shares in Q2 2019, an estimated $21.4M.
  • Piershale Financial Group first reported a position in iShares MBS ETF in Q4 2014 and held it in 4 quarters.
  • Piershale Financial Group's iShares MBS ETF position peaked at $27.3M in Q4 2015.
  • 409 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2019.

Based on Piershale Financial Group's 13F filing for Q2 2019, filed 26 Jul 2019.