AIA
MBB icon

Alera Investment Advisors’s iShares MBS ETF MBB Stock Holding History

Alera Investment 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
Q3 		$14.4M Buy
149,964
+1,750
+1% +$165K 1.69% 17
2024
Q2 		$13.6M Buy
+148,214
New +$13.5M 1.64% 16

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Alera Investment Advisors's MBB Position: Q3 2024 in Review

Alera Investment Advisors increased its iShares MBS ETF (MBB) stake by 1.2% in Q3 2024, buying an estimated $165K and bringing the position to 149,964 shares worth $14.4M. The position accounts for 1.69% of the portfolio, ranked #17.

Alera Investment Advisors first reported a position in MBB in Q2 2024 and has held it in 2 quarters since. 874 funds tracked by Wall St. Rank hold MBB as of Q3 2024.

  • Alera Investment Advisors held 149,964 shares of iShares MBS ETF worth $14.4M as of Q3 2024.
  • Alera Investment Advisors bought 1,750 iShares MBS ETF shares in Q3 2024, an estimated $165K.
  • iShares MBS ETF made up 1.69% of Alera Investment Advisors's portfolio in Q3 2024, its #17 holding.
  • Alera Investment Advisors first reported a position in iShares MBS ETF in Q2 2024 and has held it in 2 quarters since.
  • 874 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.