USAA
MBB icon

United Services Automobile Association’s iShares MBS ETF MBB Stock Holding History

United Services Automobile Association’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
2013
Q3 		– Sell
-10,000
Closed -$1.05M – 1240
2013
Q2 		$1.05M Buy
+10,000
New +$1.07M ﹤0.01% 1019

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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
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 22.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

United Services Automobile Association's MBB Position: Q3 2013 in Review

United Services Automobile Association sold out of iShares MBS ETF (MBB) in Q3 2013, closing a stake of 10,000 shares — an estimated $1.05M sold.

United Services Automobile Association first reported a position in MBB in Q2 2013 and held it in 1 quarter. The position peaked at $1.05M in Q2 2013. 195 funds tracked by Wall St. Rank hold MBB as of Q3 2013.

  • United Services Automobile Association reported no remaining iShares MBS ETF position as of Q3 2013 after selling out during the quarter.
  • United Services Automobile Association sold 10,000 iShares MBS ETF shares in Q3 2013, an estimated $1.05M.
  • United Services Automobile Association first reported a position in iShares MBS ETF in Q2 2013 and held it in 1 quarter.
  • United Services Automobile Association's iShares MBS ETF position peaked at $1.05M in Q2 2013.
  • 195 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2013.

Based on United Services Automobile Association's 13F filing for Q3 2013, filed 14 Nov 2013.