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Portfolio Strategies (Washington)’s iShares MBS ETF MBB Stock Holding History

Portfolio Strategies (Washington)’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
2017
Q1 		– Sell
-555
Closed -$59K – 89
2016
Q4 		$59K Buy
+555
New +$60K 0.07% 45

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Portfolio Strategies (Washington)'s MBB Position: Q1 2017 in Review

Portfolio Strategies (Washington) sold out of iShares MBS ETF (MBB) in Q1 2017, closing a stake of 555 shares — an estimated $59K sold.

Portfolio Strategies (Washington) first reported a position in MBB in Q4 2016 and held it in 1 quarter. The position peaked at $59K in Q4 2016. 280 funds tracked by Wall St. Rank hold MBB as of Q1 2017.

  • Portfolio Strategies (Washington) reported no remaining iShares MBS ETF position as of Q1 2017 after selling out during the quarter.
  • Portfolio Strategies (Washington) sold 555 iShares MBS ETF shares in Q1 2017, an estimated $59K.
  • Portfolio Strategies (Washington) first reported a position in iShares MBS ETF in Q4 2016 and held it in 1 quarter.
  • Portfolio Strategies (Washington)'s iShares MBS ETF position peaked at $59K in Q4 2016.
  • 280 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q1 2017, filed 28 Apr 2017.