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

RGT 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
2017
Q1 		– Sell
-1,965
Closed -$209K – 121
2016
Q4 		$209K Hold
1,965
– – 0.12% 113
2016
Q3 		$216K Buy
+1,965
New +$216K 0.13% 101

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

RGT Wealth Advisors's MBB Position: Q1 2017 in Review

RGT Wealth Advisors sold out of iShares MBS ETF (MBB) in Q1 2017, closing a stake of 1,965 shares — an estimated $209K sold.

RGT Wealth Advisors first reported a position in MBB in Q3 2016 and held it in 2 quarters. The position peaked at $216K in Q3 2016. 280 funds tracked by Wall St. Rank hold MBB as of Q1 2017.

  • RGT Wealth Advisors reported no remaining iShares MBS ETF position as of Q1 2017 after selling out during the quarter.
  • RGT Wealth Advisors sold 1,965 iShares MBS ETF shares in Q1 2017, an estimated $209K.
  • RGT Wealth Advisors first reported a position in iShares MBS ETF in Q3 2016 and held it in 2 quarters.
  • RGT Wealth Advisors's iShares MBS ETF position peaked at $216K in Q3 2016.
  • 280 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2017.

Based on RGT Wealth Advisors's 13F filing for Q1 2017, filed 12 May 2017.