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Silicon Hills Wealth Management’s iShares MBS ETF MBB Stock Holding History

Silicon Hills 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
2020
Q1 		– Sell
-1
Closed -$10 – 204
2019
Q4 		$10 Buy
+1
New +$108 0.01% 235

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BlackRock
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JP Morgan Chase
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Silicon Hills Wealth Management's MBB Position: Q1 2020 in Review

Silicon Hills Wealth Management sold out of iShares MBS ETF (MBB) in Q1 2020, closing a stake of 1 share — an estimated $10 sold.

Silicon Hills Wealth Management first reported a position in MBB in Q4 2019 and held it in 1 quarter. The position peaked at $10 in Q4 2019. 537 funds tracked by Wall St. Rank hold MBB as of Q1 2020.

  • Silicon Hills Wealth Management reported no remaining iShares MBS ETF position as of Q1 2020 after selling out during the quarter.
  • Silicon Hills Wealth Management sold 1 iShares MBS ETF share in Q1 2020, an estimated $10.
  • Silicon Hills Wealth Management first reported a position in iShares MBS ETF in Q4 2019 and held it in 1 quarter.
  • Silicon Hills Wealth Management's iShares MBS ETF position peaked at $10 in Q4 2019.
  • 537 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2020.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.