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Stearns Financial Services Group’s iShares MBS ETF MBB Stock Holding History

Stearns Financial Services Group’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
Q3 		$18K Buy
+167
New +$18.5K ﹤0.01% 192
2020
Q1 		– Sell
-43
Closed -$5K – 220
2019
Q4 		$5K Buy
+43
New +$4.64K ﹤0.01% 177

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stearns Financial Services Group's MBB Position: Q3 2020 in Review

Stearns Financial Services Group opened a new position in iShares MBS ETF (MBB) in Q3 2020: 167 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #192 among its holdings. This is a return to the name: Stearns Financial Services Group previously reported a position in MBB as recently as Q4 2019.

Stearns Financial Services Group first reported a position in MBB in Q4 2019 and has held it in 2 quarters since. 570 funds tracked by Wall St. Rank hold MBB as of Q3 2020.

  • Stearns Financial Services Group held 167 shares of iShares MBS ETF worth $18K as of Q3 2020.
  • iShares MBS ETF was a new Stearns Financial Services Group position in Q3 2020.
  • iShares MBS ETF made up ﹤0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #192 holding.
  • Stearns Financial Services Group first reported a position in iShares MBS ETF in Q4 2019 and has held it in 2 quarters since.
  • 570 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.