Castleview Partners’s iShares MBS ETF MBB Stock Holding History

Castleview Partners’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	-313	Closed	-$28.7K	–	408
2024 Q4	$28.7K	Hold	313	–	–	0.02%	423
2024 Q3	$30K	Hold	313	–	–	0.02%	397
2024 Q2	$28.7K	Hold	313	–	–	0.02%	394
2024 Q1	$28.9K	Hold	313	–	–	0.02%	421
2023 Q4	$29.4K	Hold	313	–	–	0.02%	386
2023 Q3	$27.8K	Hold	313	–	–	0.03%	326
2023 Q2	$29.2K	Sell	313 -54	-15%	-$5.08K	0.03%	323
2023 Q1	$34.8K	Hold	367	–	–	0.03%	294
2022 Q4	$34K	Sell	367 -21	-5%	-$1.94K	0.03%	263
2022 Q3	$36K	Sell	388 -986	-72%	-$95.6K	0.03%	287
2022 Q2	$69.5K	Buy	1,374 +986	+254%	+$96.7K	0.06%	253
2022 Q1	$39K	Sell	388 -8,421	-96%	-$879K	0.02%	375
2021 Q4	$82	Buy	+8,809	New	+$948K	﹤0.01%	838
2021 Q2	$13K	Buy	+117	New	+$12.7K	0.01%	636

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Castleview Partners's MBB Position: Q1 2025 in Review

Castleview Partners sold out of iShares MBS ETF (MBB) in Q1 2025, closing a stake of 313 shares — an estimated $28.7K sold.

Castleview Partners first reported a position in MBB in Q2 2021 and held it in 14 quarters. The position peaked at $69.5K in Q2 2022. 931 funds tracked by Wall St. Rank hold MBB as of Q1 2025.

Castleview Partners reported no remaining iShares MBS ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 313 iShares MBS ETF shares in Q1 2025, an estimated $28.7K.
Castleview Partners first reported a position in iShares MBS ETF in Q2 2021 and held it in 14 quarters.
Castleview Partners's iShares MBS ETF position peaked at $69.5K in Q2 2022.
931 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.