WealthBridge Capital Management’s iShares MBS ETF MBB Stock Holding History

WealthBridge Capital 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
2019 Q2	–	Sell	-215	Closed	-$23K	–	553
2019 Q1	$23K	Hold	215	–	–	0.01%	431
2018 Q4	$22K	Buy	+215	New	+$22.1K	0.02%	393

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

WealthBridge Capital Management's MBB Position: Q2 2019 in Review

WealthBridge Capital Management sold out of iShares MBS ETF (MBB) in Q2 2019, closing a stake of 215 shares — an estimated $23K sold.

WealthBridge Capital Management first reported a position in MBB in Q4 2018 and held it in 2 quarters. The position peaked at $23K in Q1 2019. 409 funds tracked by Wall St. Rank hold MBB as of Q2 2019.

WealthBridge Capital Management reported no remaining iShares MBS ETF position as of Q2 2019 after selling out during the quarter.
WealthBridge Capital Management sold 215 iShares MBS ETF shares in Q2 2019, an estimated $23K.
WealthBridge Capital Management first reported a position in iShares MBS ETF in Q4 2018 and held it in 2 quarters.
WealthBridge Capital Management's iShares MBS ETF position peaked at $23K in Q1 2019.
409 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.