SIM
MBB icon

Strategic Investment Management’s iShares MBS ETF MBB Stock Holding History

Strategic Investment 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
2016
Q2 		– Sell
-65,120
Closed -$7.13M – 108
2016
Q1 		$7.13M Buy
+65,120
New +$7.1M 3.59% 5

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Strategic Investment Management's MBB Position: Q2 2016 in Review

Strategic Investment Management sold out of iShares MBS ETF (MBB) in Q2 2016, closing a stake of 65,120 shares — an estimated $7.13M sold.

Strategic Investment Management first reported a position in MBB in Q1 2016 and held it in 1 quarter. The position peaked at $7.13M in Q1 2016. 268 funds tracked by Wall St. Rank hold MBB as of Q2 2016.

  • Strategic Investment Management reported no remaining iShares MBS ETF position as of Q2 2016 after selling out during the quarter.
  • Strategic Investment Management sold 65,120 iShares MBS ETF shares in Q2 2016, an estimated $7.13M.
  • Strategic Investment Management first reported a position in iShares MBS ETF in Q1 2016 and held it in 1 quarter.
  • Strategic Investment Management's iShares MBS ETF position peaked at $7.13M in Q1 2016.
  • 268 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2016.

Based on Strategic Investment Management's 13F filing for Q2 2016, filed 15 Aug 2016.