Bank Julius Baer & Co
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Bank Julius Baer & Co’s iShares MBS ETF MBB Stock Holding History

Bank Julius Baer & Co’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
2025
Q1 		– Sell
-680
Closed -$68.8K – 652
2024
Q4 		$68.8K Buy
680
+47
+7% +$4.38K ﹤0.01% 514
2024
Q3 		$71.9K Sell
633
-41
-6% -$3.88K ﹤0.01% 450
2024
Q2 		$68.9K Sell
674
-76
-10% -$6.92K ﹤0.01% 420
2024
Q1 		$69.3K Hold
750
– – ﹤0.01% 452
2023
Q4 		$70.6K Buy
+750
New +$67.3K ﹤0.01% 463
2022
Q1 		– Sell
-16,781
Closed -$1.8M – 713
2021
Q4 		$1.8M Sell
16,781
-40,091
-70% -$4.32M 0.01% 286
2021
Q3 		$6.15M Buy
56,872
+2,322
+4% +$252K 0.04% 189
2021
Q2 		$5.9M Buy
54,550
+17,560
+47% +$1.9M 0.04% 207
2021
Q1 		$4.01M Sell
36,990
-9,864
-21% -$1.08M 0.03% 212
2020
Q4 		$5.16M Buy
46,854
+8,894
+23% +$979K 0.04% 186
2020
Q3 		$4.19M Buy
37,960
+3,227
+9% +$357K 0.04% 168
2020
Q2 		$3.85M Buy
+34,733
New +$3.85M 0.04% 158

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
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank Julius Baer & Co's MBB Position: Q1 2025 in Review

Bank Julius Baer & Co sold out of iShares MBS ETF (MBB) in Q1 2025, closing a stake of 680 shares — an estimated $68.8K sold.

Bank Julius Baer & Co first reported a position in MBB in Q2 2020 and held it in 12 quarters. The position peaked at $6.15M in Q3 2021. 931 funds tracked by Wall St. Rank hold MBB as of Q1 2025.

  • Bank Julius Baer & Co reported no remaining iShares MBS ETF position as of Q1 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 680 iShares MBS ETF shares in Q1 2025, an estimated $68.8K.
  • Bank Julius Baer & Co first reported a position in iShares MBS ETF in Q2 2020 and held it in 12 quarters.
  • Bank Julius Baer & Co's iShares MBS ETF position peaked at $6.15M in Q3 2021.
  • 931 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2025.

Based on Bank Julius Baer & Co's 13F filing for Q1 2025, filed 6 May 2025.