WT Wealth Management’s iShares MBS ETF MBB Stock Holding History

WT Wealth 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
2021 Q4	–	Sell	-2,428	Closed	-$263K	–	127
2021 Q3	$263K	Sell	2,428 -48	-2%	-$5.21K	0.1%	108
2021 Q2	$268K	Sell	2,476 -118	-5%	-$12.8K	0.11%	112
2021 Q1	$281K	Sell	2,594 -2,537	-49%	-$278K	0.13%	109
2020 Q4	$565K	Sell	5,131 -227	-4%	-$25K	0.31%	86
2020 Q3	$591K	Sell	5,358 -81	-1%	-$8.96K	0.39%	68
2020 Q2	$602K	Sell	5,439 -180	-3%	-$19.9K	0.48%	52
2020 Q1	$620K	Sell	5,619 -444	-7%	-$48.3K	0.65%	35
2019 Q4	$655K	Buy	6,063 +89	+1%	+$9.62K	0.5%	44
2019 Q3	$646K	Buy	+5,974	New	+$645K	0.56%	43

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

Envestnet Asset Management

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return