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

River 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
2018
Q4 		– Sell
-730
Closed -$75K – 570
2018
Q3 		$75K Buy
+730
New +$75.8K 0.03% 234

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

River Wealth Advisors's MBB Position: Q4 2018 in Review

River Wealth Advisors sold out of iShares MBS ETF (MBB) in Q4 2018, closing a stake of 730 shares — an estimated $75K sold.

River Wealth Advisors first reported a position in MBB in Q3 2018 and held it in 1 quarter. The position peaked at $75K in Q3 2018. 356 funds tracked by Wall St. Rank hold MBB as of Q4 2018.

  • River Wealth Advisors reported no remaining iShares MBS ETF position as of Q4 2018 after selling out during the quarter.
  • River Wealth Advisors sold 730 iShares MBS ETF shares in Q4 2018, an estimated $75K.
  • River Wealth Advisors first reported a position in iShares MBS ETF in Q3 2018 and held it in 1 quarter.
  • River Wealth Advisors's iShares MBS ETF position peaked at $75K in Q3 2018.
  • 356 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2018.

Based on River Wealth Advisors's 13F filing for Q4 2018, filed 25 Jan 2019.