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Yorktown Management & Research Company’s iShares MBS ETF MBB Stock Holding History

Yorktown Management & Research Company’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
2020
Q3 		– Sell
-45,300
Closed -$5.01M – 257
2020
Q2 		$5.01M Buy
+45,300
New +$5.02M 4.49% 2

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Yorktown Management & Research Company's MBB Position: Q3 2020 in Review

Yorktown Management & Research Company sold out of iShares MBS ETF (MBB) in Q3 2020, closing a stake of 45,300 shares — an estimated $5.01M sold.

Yorktown Management & Research Company first reported a position in MBB in Q2 2020 and held it in 1 quarter. The position peaked at $5.01M in Q2 2020. 572 funds tracked by Wall St. Rank hold MBB as of Q3 2020.

  • Yorktown Management & Research Company reported no remaining iShares MBS ETF position as of Q3 2020 after selling out during the quarter.
  • Yorktown Management & Research Company sold 45,300 iShares MBS ETF shares in Q3 2020, an estimated $5.01M.
  • Yorktown Management & Research Company first reported a position in iShares MBS ETF in Q2 2020 and held it in 1 quarter.
  • Yorktown Management & Research Company's iShares MBS ETF position peaked at $5.01M in Q2 2020.
  • 572 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2020.

Based on Yorktown Management & Research Company's 13F filing for Q3 2020, filed 6 Nov 2020.