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Wealthspire Advisors (Maryland)’s iShares MBS ETF MBB Stock Holding History

Wealthspire Advisors (Maryland)’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
-707
Closed -$75K – 1357
2019
Q1 		$75K Hold
707
– – 0.01% 745
2018
Q4 		$74K Buy
707
+6
+0.9% +$617 0.01% 710
2018
Q3 		$72K Hold
701
– – 0.01% 821
2018
Q2 		$73K Hold
701
– – 0.01% 830
2018
Q1 		$73K Hold
701
– – 0.01% 834
2017
Q4 		$75K Buy
701
+301
+75% +$32.1K 0.01% 830
2017
Q3 		$43K Hold
400
– – ﹤0.01% 1031
2017
Q2 		$43K Buy
+400
New +$42.8K 0.01% 1000

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
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

Wealthspire Advisors (Maryland)'s MBB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares MBS ETF (MBB) in Q2 2019, closing a stake of 707 shares — an estimated $75K sold.

Wealthspire Advisors (Maryland) first reported a position in MBB in Q2 2017 and held it in 8 quarters. The position peaked at $75K in Q1 2019. 409 funds tracked by Wall St. Rank hold MBB as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining iShares MBS ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 707 iShares MBS ETF shares in Q2 2019, an estimated $75K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares MBS ETF in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s iShares MBS ETF position peaked at $75K in Q1 2019.
  • 409 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.