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Coppell Advisory Solutions’s iShares MBS ETF MBB Stock Holding History

Coppell Advisory Solutions’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
-1,002
Closed -$92.1K – 1223
2024
Q4 		$92.1K Buy
1,002
+315
+46% +$29.3K 0.01% 437
2024
Q3 		$66.1K Buy
687
+52
+8% +$4.92K 0.01% 480
2024
Q2 		$58.3K Buy
+635
New +$57.8K 0.01% 458
2023
Q4 		$1.81M Sell
19,187
-11,175
-37% -$1M 0.36% 66
2023
Q3 		$2.82M Buy
30,362
+27,849
+1,108% +$2.55M 0.97% 21
2023
Q2 		$234K Sell
2,513
-26,960
-91% -$2.54M 0.07% 171
2023
Q1 		$2.78M Sell
29,473
-889
-3% -$83.9K 0.91% 22
2022
Q4 		$2.82M Buy
+30,362
New +$2.8M 0.95% 21
2020
Q4 		$767K Buy
+6,960
New +$766K 0.39% 71

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

Coppell Advisory Solutions's MBB Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares MBS ETF (MBB) in Q1 2025, closing a stake of 1,002 shares — an estimated $92.1K sold.

Coppell Advisory Solutions first reported a position in MBB in Q4 2020 and held it in 9 quarters. The position peaked at $2.82M in Q3 2023. 931 funds tracked by Wall St. Rank hold MBB as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining iShares MBS ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,002 iShares MBS ETF shares in Q1 2025, an estimated $92.1K.
  • Coppell Advisory Solutions first reported a position in iShares MBS ETF in Q4 2020 and held it in 9 quarters.
  • Coppell Advisory Solutions's iShares MBS ETF position peaked at $2.82M in Q3 2023.
  • 931 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.