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Ritholtz Wealth Management’s iShares MBS ETF MBB Stock Holding History

Ritholtz Wealth 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
2016
Q4 		$1.26M Buy
+11,824
New +$1.28M 0.64% 21

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Ritholtz Wealth Management's MBB Position: Q4 2016 in Review

Ritholtz Wealth Management opened a new position in iShares MBS ETF (MBB) in Q4 2016: 11,824 shares worth $1.26M. The stake represents 0.64% of the portfolio and ranks #21 among its holdings.

294 funds tracked by Wall St. Rank hold MBB as of Q4 2016.

  • Ritholtz Wealth Management held 11,824 shares of iShares MBS ETF worth $1.26M as of Q4 2016.
  • iShares MBS ETF was a new Ritholtz Wealth Management position in Q4 2016.
  • iShares MBS ETF made up 0.64% of Ritholtz Wealth Management's portfolio in Q4 2016, its #21 holding.
  • 294 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2016.

Based on Ritholtz Wealth Management's 13F filing for Q4 2016, filed 17 Feb 2017.