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Urban Wealth Management’s iShares MBS ETF MBB Stock Holding History

Urban 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
2020
Q4 		$2.97M Buy
+26,929
New +$2.97M 2.47% 8

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Urban Wealth Management's MBB Position: Q4 2020 in Review

Urban Wealth Management opened a new position in iShares MBS ETF (MBB) in Q4 2020: 26,929 shares worth $2.97M. The stake represents 2.47% of the portfolio and ranks #8 among its holdings.

688 funds tracked by Wall St. Rank hold MBB as of Q4 2020.

  • Urban Wealth Management held 26,929 shares of iShares MBS ETF worth $2.97M as of Q4 2020.
  • iShares MBS ETF was a new Urban Wealth Management position in Q4 2020.
  • iShares MBS ETF made up 2.47% of Urban Wealth Management's portfolio in Q4 2020, its #8 holding.
  • 688 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2020.

Based on Urban Wealth Management's 13F filing for Q4 2020, filed 17 Feb 2021.