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Alaska Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Alaska Wealth 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
2024
Q4 		– Sell
-375
Closed -$35.9K – 85
2024
Q3 		$35.9K Buy
375
+2
+0.5% +$189 0.01% 96
2024
Q2 		$34.2K Sell
373
-46
-11% -$4.19K 0.01% 92
2024
Q1 		$38.7K Sell
419
-254
-38% -$23.5K 0.01% 88
2023
Q4 		$63.3K Hold
673
– – 0.01% 84
2023
Q3 		$59.8K Buy
673
+4
+0.6% +$366 0.01% 80
2023
Q2 		$62.4K Hold
669
– – 0.01% 82
2023
Q1 		$63.4K Buy
+669
New +$63.2K 0.01% 75

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Alaska Wealth Advisors's MBB Position: Q4 2024 in Review

Alaska Wealth Advisors sold out of iShares MBS ETF (MBB) in Q4 2024, closing a stake of 375 shares — an estimated $35.9K sold.

Alaska Wealth Advisors first reported a position in MBB in Q1 2023 and held it in 7 quarters. The position peaked at $63.4K in Q1 2023. 922 funds tracked by Wall St. Rank hold MBB as of Q4 2024.

  • Alaska Wealth Advisors reported no remaining iShares MBS ETF position as of Q4 2024 after selling out during the quarter.
  • Alaska Wealth Advisors sold 375 iShares MBS ETF shares in Q4 2024, an estimated $35.9K.
  • Alaska Wealth Advisors first reported a position in iShares MBS ETF in Q1 2023 and held it in 7 quarters.
  • Alaska Wealth Advisors's iShares MBS ETF position peaked at $63.4K in Q1 2023.
  • 922 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2024.

Based on Alaska Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.