V Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

V Wealth Advisors’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
2021 Q3	–	Sell	-2,634	Closed	-$285K	–	558
2021 Q2	$285K	Buy	+2,634	New	+$286K	0.05%	379
2020 Q2	–	Sell	-3,320	Closed	-$367K	–	369
2020 Q1	$367K	Sell	3,320 -106	-3%	-$11.5K	0.11%	186
2019 Q4	$371K	Hold	3,426	–	–	0.13%	177
2019 Q3	$371K	Buy	3,426 +384	+13%	+$41.4K	0.13%	177
2019 Q2	$328K	Buy	+3,042	New	+$324K	0.12%	177
2017 Q3	–	Sell	-15	Closed	-$2K	–	502
2017 Q2	$2K	Buy	+15	New	+$1.6K	﹤0.01%	751

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

V Wealth Advisors's MBB Position: Q3 2021 in Review

V Wealth Advisors sold out of iShares MBS ETF (MBB) in Q3 2021, closing a stake of 2,634 shares — an estimated $285K sold.

V Wealth Advisors first reported a position in MBB in Q2 2017 and held it in 6 quarters. The position peaked at $371K in Q4 2019. 681 funds tracked by Wall St. Rank hold MBB as of Q3 2021.

V Wealth Advisors reported no remaining iShares MBS ETF position as of Q3 2021 after selling out during the quarter.
V Wealth Advisors sold 2,634 iShares MBS ETF shares in Q3 2021, an estimated $285K.
V Wealth Advisors first reported a position in iShares MBS ETF in Q2 2017 and held it in 6 quarters.
V Wealth Advisors's iShares MBS ETF position peaked at $371K in Q4 2019.
681 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2021.

Based on V Wealth Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.