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Raab & Moskowitz Asset Management’s iShares MBS ETF MBB Stock Holding History

Raab & Moskowitz Asset Management’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
2015
Q1 		– Sell
-21
Closed -$2K – 273
2014
Q4 		$2K Buy
+21
New +$2.29K ﹤0.01% 443

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raab & Moskowitz Asset Management's MBB Position: Q1 2015 in Review

Raab & Moskowitz Asset Management sold out of iShares MBS ETF (MBB) in Q1 2015, closing a stake of 21 shares — an estimated $2K sold.

Raab & Moskowitz Asset Management first reported a position in MBB in Q4 2014 and held it in 1 quarter. The position peaked at $2K in Q4 2014. 225 funds tracked by Wall St. Rank hold MBB as of Q1 2015.

  • Raab & Moskowitz Asset Management reported no remaining iShares MBS ETF position as of Q1 2015 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 21 iShares MBS ETF shares in Q1 2015, an estimated $2K.
  • Raab & Moskowitz Asset Management first reported a position in iShares MBS ETF in Q4 2014 and held it in 1 quarter.
  • Raab & Moskowitz Asset Management's iShares MBS ETF position peaked at $2K in Q4 2014.
  • 225 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2015.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2015, filed 12 May 2015.