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Creekmur Asset Management’s iShares MBS ETF MBB Stock Holding History

Creekmur Asset Management’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
Q3 		$45.1K Sell
474
-147
-24% -$13.8K 0.01% 347
2025
Q2 		$58.3K Buy
621
+110
+22% +$10.2K 0.01% 323
2025
Q1 		$47.9K Buy
+511
New +$47.3K 0.01% 317
2024
Q3 		– Sell
-7
Closed -$643 – 1077
2024
Q2 		$643 Sell
7
-12
-63% -$1.09K ﹤0.01% 824
2024
Q1 		$1.76K Buy
19
+3
+19% +$277 ﹤0.01% 678
2023
Q4 		$1.5K Buy
+16
New +$1.44K ﹤0.01% 704

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

Creekmur Asset Management's MBB Position: Q3 2025 in Review

Creekmur Asset Management reduced its iShares MBS ETF (MBB) stake by 24% in Q3 2025, selling an estimated $13.8K and leaving 474 shares worth $45.1K. The position accounts for 0.01% of the portfolio, ranked #347.

Creekmur Asset Management first reported a position in MBB in Q4 2023 and has held it in 6 quarters since. The position peaked at $58.3K in Q2 2025. 933 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

  • Creekmur Asset Management held 474 shares of iShares MBS ETF worth $45.1K as of Q3 2025.
  • Creekmur Asset Management sold 147 iShares MBS ETF shares in Q3 2025, an estimated $13.8K.
  • iShares MBS ETF made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #347 holding.
  • Creekmur Asset Management first reported a position in iShares MBS ETF in Q4 2023 and has held it in 6 quarters since.
  • Creekmur Asset Management's iShares MBS ETF position peaked at $58.3K in Q2 2025.
  • 933 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.