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

Ropes 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
2019 Q3	–	Sell	-185	Closed	-$20K	–	576
2019 Q2	$20K	Buy	+185	New	+$19.7K	﹤0.01%	429

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Ropes Wealth Advisors's MBB Position: Q3 2019 in Review

Ropes Wealth Advisors sold out of iShares MBS ETF (MBB) in Q3 2019, closing a stake of 185 shares — an estimated $20K sold.

Ropes Wealth Advisors first reported a position in MBB in Q2 2019 and held it in 1 quarter. The position peaked at $20K in Q2 2019. 429 funds tracked by Wall St. Rank hold MBB as of Q3 2019.

Ropes Wealth Advisors reported no remaining iShares MBS ETF position as of Q3 2019 after selling out during the quarter.
Ropes Wealth Advisors sold 185 iShares MBS ETF shares in Q3 2019, an estimated $20K.
Ropes Wealth Advisors first reported a position in iShares MBS ETF in Q2 2019 and held it in 1 quarter.
Ropes Wealth Advisors's iShares MBS ETF position peaked at $20K in Q2 2019.
429 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2019.

Based on Ropes Wealth Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.