WA
MBB icon

WFG Advisors’s iShares MBS ETF MBB Stock Holding History

WFG Advisors’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
Q2 		$1K Buy
+12
New +$1.28K ﹤0.01% 1490
2015
Q3 		– Sell
-113
Closed -$12K – 1673
2015
Q2 		$12K Buy
+113
New +$12.4K ﹤0.01% 1130
2015
Q1 		– Sell
-22
Closed -$2K – 1945
2014
Q4 		$2K Sell
22
-113
-84% -$12.3K ﹤0.01% 1853
2014
Q3 		$15K Buy
+135
New +$14.6K ﹤0.01% 1374
2014
Q1 		– Sell
-1,203
Closed -$126K – 2131
2013
Q4 		$126K Sell
1,203
-19
-2% -$2.01K 0.02% 653
2013
Q3 		$129K Buy
1,222
+176
+17% +$18.4K 0.02% 620
2013
Q2 		$110K Buy
+1,046
New +$112K 0.02% 633

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return