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Vaughan & Co Securities’s iShares MBS ETF MBB Stock Holding History

Vaughan & Co Securities’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
Q2 		– Sell
-265
Closed -$29.3K – 116
2020
Q1 		$29.3K Hold
265
– – 0.04% 100
2019
Q4 		$28.6K Buy
+265
New +$28.6K 0.03% 110

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vaughan & Co Securities's MBB Position: Q2 2020 in Review

Vaughan & Co Securities sold out of iShares MBS ETF (MBB) in Q2 2020, closing a stake of 265 shares — an estimated $29.3K sold.

Vaughan & Co Securities first reported a position in MBB in Q4 2019 and held it in 2 quarters. The position peaked at $29.3K in Q1 2020. 543 funds tracked by Wall St. Rank hold MBB as of Q2 2020.

  • Vaughan & Co Securities reported no remaining iShares MBS ETF position as of Q2 2020 after selling out during the quarter.
  • Vaughan & Co Securities sold 265 iShares MBS ETF shares in Q2 2020, an estimated $29.3K.
  • Vaughan & Co Securities first reported a position in iShares MBS ETF in Q4 2019 and held it in 2 quarters.
  • Vaughan & Co Securities's iShares MBS ETF position peaked at $29.3K in Q1 2020.
  • 543 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2020.

Based on Vaughan & Co Securities's 13F filing for Q2 2020, filed 10 May 2021.