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Taylor Hoffman Wealth Management’s iShares MBS ETF MBB Stock Holding History

Taylor Hoffman Wealth 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
2018
Q2 		– Sell
-15
Closed -$2K – 420
2018
Q1 		$2K Buy
+15
New +$1.57K ﹤0.01% 401

Other funds holding MBB

Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Taylor Hoffman Wealth Management's MBB Position: Q2 2018 in Review

Taylor Hoffman Wealth Management sold out of iShares MBS ETF (MBB) in Q2 2018, closing a stake of 15 shares — an estimated $2K sold.

Taylor Hoffman Wealth Management first reported a position in MBB in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 316 funds tracked by Wall St. Rank hold MBB as of Q2 2018.

  • Taylor Hoffman Wealth Management reported no remaining iShares MBS ETF position as of Q2 2018 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 15 iShares MBS ETF shares in Q2 2018, an estimated $2K.
  • Taylor Hoffman Wealth Management first reported a position in iShares MBS ETF in Q1 2018 and held it in 1 quarter.
  • Taylor Hoffman Wealth Management's iShares MBS ETF position peaked at $2K in Q1 2018.
  • 316 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2018.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.