SkyOak Wealth’s iShares MBS ETF MBB Stock Holding History

SkyOak Wealth’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 Q2	–	Sell	-4,110	Closed	-$454K	–	251
2020 Q1	$454K	Buy	+4,110	New	+$447K	0.23%	102

Other funds holding MBB

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SkyOak Wealth's MBB Position: Q2 2020 in Review

SkyOak Wealth sold out of iShares MBS ETF (MBB) in Q2 2020, closing a stake of 4,110 shares — an estimated $454K sold.

SkyOak Wealth first reported a position in MBB in Q1 2020 and held it in 1 quarter. The position peaked at $454K in Q1 2020. 543 funds tracked by Wall St. Rank hold MBB as of Q2 2020.

SkyOak Wealth reported no remaining iShares MBS ETF position as of Q2 2020 after selling out during the quarter.
SkyOak Wealth sold 4,110 iShares MBS ETF shares in Q2 2020, an estimated $454K.
SkyOak Wealth first reported a position in iShares MBS ETF in Q1 2020 and held it in 1 quarter.
SkyOak Wealth's iShares MBS ETF position peaked at $454K in Q1 2020.
543 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2020.

Based on SkyOak Wealth's 13F filing for Q2 2020, filed 10 Aug 2020.