Simply Money Advisors’s iShares MBS ETF MBB Stock Holding History

Simply Money 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 Q1	$379K	Sell	3,621 -488	-12%	-$51.2K	0.05%	29
2017 Q4	$438K	Sell	4,109 -961	-19%	-$103K	0.06%	29
2017 Q3	$543K	Sell	5,070 -899	-15%	-$96.3K	0.07%	30
2017 Q2	$637K	Sell	5,969 -223	-4%	-$23.9K	0.09%	30
2017 Q1	$660K	Sell	6,192 -12,364	-67%	-$1.31M	0.09%	26
2016 Q4	$1.97M	Sell	18,556 -354,517	-95%	-$38.3M	0.28%	26
2016 Q3	$41.1M	Sell	373,073 -12,510	-3%	-$1.38M	6.32%	7
2016 Q2	$42.4M	Sell	385,583 -12,811	-3%	-$1.4M	6.53%	6
2016 Q1	$43.6M	Sell	398,394 -3,337	-0.8%	-$364K	6.65%	6
2015 Q4	$43.3M	Buy	401,731 +858	+0.2%	+$93.4K	6.51%	5
2015 Q3	$43.9M	Sell	400,873 -1,437	-0.4%	-$157K	6.78%	5
2015 Q2	$43.7M	Sell	402,310 -1,218	-0.3%	-$133K	6.43%	6
2015 Q1	$44.5M	Sell	403,528 -4,531	-1%	-$498K	6.45%	5
2014 Q4	$44.6M	Sell	408,059 -10,109	-2%	-$1.1M	6.6%	5
2014 Q3	$45.2M	Buy	418,168 +12,505	+3%	+$1.35M	6.88%	4
2014 Q2	$43.9M	Buy	405,663 +23,100	+6%	+$2.48M	6.68%	6
2014 Q1	$40.6M	Sell	382,563 -129,797	-25%	-$13.8M	6.31%	6
2013 Q4	$53.6M	Sell	512,360 -179,079	-26%	-$18.9M	9.01%	4
2013 Q3	$73.2M	Sell	691,439 -42,996	-6%	-$4.49M	12.47%	3
2013 Q2	$77.3M	Buy	+734,435	New	+$78.6M	13.78%	2

Other funds holding MBB

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

Simply Money Advisors's MBB Position: Q1 2018 in Review

Simply Money Advisors reduced its iShares MBS ETF (MBB) stake by 12% in Q1 2018, selling an estimated $51.2K and leaving 3,621 shares worth $379K. The position accounts for 0.05% of the portfolio, ranked #29.

Simply Money Advisors first reported a position in MBB in Q2 2013 and has held it in 20 quarters since. The position peaked at $77.3M in Q2 2013. 324 funds tracked by Wall St. Rank hold MBB as of Q1 2018.

Simply Money Advisors held 3,621 shares of iShares MBS ETF worth $379K as of Q1 2018.
Simply Money Advisors sold 488 iShares MBS ETF shares in Q1 2018, an estimated $51.2K.
iShares MBS ETF made up 0.05% of Simply Money Advisors's portfolio in Q1 2018, its #29 holding.
Simply Money Advisors first reported a position in iShares MBS ETF in Q2 2013 and has held it in 20 quarters since.
Simply Money Advisors's iShares MBS ETF position peaked at $77.3M in Q2 2013.
324 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2018.

Based on Simply Money Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.