Wealthfront’s iShares MBS ETF MBB Stock Holding History

Wealthfront’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
2014 Q4	–	Sell	-628	Closed	-$68K	–	859
2014 Q3	$68K	Buy	+628	New	+$67.8K	﹤0.01%	354

Other funds holding MBB

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wealthfront's MBB Position: Q4 2014 in Review

Wealthfront sold out of iShares MBS ETF (MBB) in Q4 2014, closing a stake of 628 shares — an estimated $68K sold.

Wealthfront first reported a position in MBB in Q3 2014 and held it in 1 quarter. The position peaked at $68K in Q3 2014. 220 funds tracked by Wall St. Rank hold MBB as of Q4 2014.

Wealthfront reported no remaining iShares MBS ETF position as of Q4 2014 after selling out during the quarter.
Wealthfront sold 628 iShares MBS ETF shares in Q4 2014, an estimated $68K.
Wealthfront first reported a position in iShares MBS ETF in Q3 2014 and held it in 1 quarter.
Wealthfront's iShares MBS ETF position peaked at $68K in Q3 2014.
220 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2014.

Based on Wealthfront's 13F filing for Q4 2014, filed 17 Feb 2015.