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WealthShield’s iShares MBS ETF MBB Stock Holding History

WealthShield’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
2017
Q4 		$21K Buy
+198
New +$21.1K 0.01% 177

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

WealthShield's MBB Position: Q4 2017 in Review

WealthShield opened a new position in iShares MBS ETF (MBB) in Q4 2017: 198 shares worth $21K. The stake represents 0.01% of the portfolio and ranks #177 among its holdings.

332 funds tracked by Wall St. Rank hold MBB as of Q4 2017.

  • WealthShield held 198 shares of iShares MBS ETF worth $21K as of Q4 2017.
  • iShares MBS ETF was a new WealthShield position in Q4 2017.
  • iShares MBS ETF made up 0.01% of WealthShield's portfolio in Q4 2017, its #177 holding.
  • 332 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.