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TCV Trust & Wealth Management’s iShares MBS ETF MBB Stock Holding History

TCV Trust & 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
-2,077
Closed -$217K – 210
2018
Q1 		$217K Buy
+2,077
New +$218K 0.03% 191

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Envestnet Asset Management
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Ameriprise
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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

TCV Trust & Wealth Management's MBB Position: Q2 2018 in Review

TCV Trust & Wealth Management sold out of iShares MBS ETF (MBB) in Q2 2018, closing a stake of 2,077 shares — an estimated $217K sold.

TCV Trust & Wealth Management first reported a position in MBB in Q1 2018 and held it in 1 quarter. The position peaked at $217K in Q1 2018. 316 funds tracked by Wall St. Rank hold MBB as of Q2 2018.

  • TCV Trust & Wealth Management reported no remaining iShares MBS ETF position as of Q2 2018 after selling out during the quarter.
  • TCV Trust & Wealth Management sold 2,077 iShares MBS ETF shares in Q2 2018, an estimated $217K.
  • TCV Trust & Wealth Management first reported a position in iShares MBS ETF in Q1 2018 and held it in 1 quarter.
  • TCV Trust & Wealth Management's iShares MBS ETF position peaked at $217K in Q1 2018.
  • 316 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2018.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.