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Squar Milner Financial Services’s iShares MBS ETF MBB Stock Holding History

Squar Milner Financial Services’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
-45
Closed -$4K – 499
2020
Q1 		$4K Sell
45
-88
-66% -$9.58K ﹤0.01% 623
2019
Q4 		$14K Buy
+133
New +$14.4K 0.01% 557
2019
Q3 		– Sell
-45
Closed -$5K – 510
2019
Q2 		$5K Buy
45
+41
+1,025% +$4.36K ﹤0.01% 598
2019
Q1 		$0 Buy
+4
New +$421 ﹤0.01% 832

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Squar Milner Financial Services's MBB Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares MBS ETF (MBB) in Q2 2020, closing a stake of 45 shares — an estimated $4K sold.

Squar Milner Financial Services first reported a position in MBB in Q1 2019 and held it in 4 quarters. The position peaked at $14K in Q4 2019. 543 funds tracked by Wall St. Rank hold MBB as of Q2 2020.

  • Squar Milner Financial Services reported no remaining iShares MBS ETF position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 45 iShares MBS ETF shares in Q2 2020, an estimated $4K.
  • Squar Milner Financial Services first reported a position in iShares MBS ETF in Q1 2019 and held it in 4 quarters.
  • Squar Milner Financial Services's iShares MBS ETF position peaked at $14K in Q4 2019.
  • 543 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.