QCIG
MBB icon

Quad-Cities Investment Group’s iShares MBS ETF MBB Stock Holding History

Quad-Cities Investment 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
Q4 		– Sell
-149
Closed -$16K – 476
2019
Q3 		$16K Hold
149
– – 0.01% 527
2019
Q2 		$16K Hold
149
– – 0.01% 537
2019
Q1 		$16K Hold
149
– – 0.01% 525
2018
Q4 		$16K Hold
149
– – 0.02% 528
2018
Q3 		$15K Hold
149
– – 0.01% 563
2018
Q2 		$16K Buy
+149
New +$15.5K 0.01% 563

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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

Quad-Cities Investment Group's MBB Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of iShares MBS ETF (MBB) in Q4 2019, closing a stake of 149 shares — an estimated $16K sold.

Quad-Cities Investment Group first reported a position in MBB in Q2 2018 and held it in 6 quarters. The position peaked at $16K in Q3 2019. 510 funds tracked by Wall St. Rank hold MBB as of Q4 2019.

  • Quad-Cities Investment Group reported no remaining iShares MBS ETF position as of Q4 2019 after selling out during the quarter.
  • Quad-Cities Investment Group sold 149 iShares MBS ETF shares in Q4 2019, an estimated $16K.
  • Quad-Cities Investment Group first reported a position in iShares MBS ETF in Q2 2018 and held it in 6 quarters.
  • Quad-Cities Investment Group's iShares MBS ETF position peaked at $16K in Q3 2019.
  • 510 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.