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Criterion Capital Advisors’s iShares MBS ETF MBB Stock Holding History

Criterion Capital 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
Q4 		$111K Hold
1,207
– – 0.07% 91
2024
Q3 		$111K Hold
1,207
– – 0.07% 91
2024
Q2 		$111K Sell
1,207
-24
-2% -$2.19K 0.07% 91
2024
Q1 		$114K Buy
1,231
+16
+1% +$1.48K 0.08% 88
2023
Q4 		$114K Buy
+1,215
New +$109K 0.08% 90

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Criterion Capital Advisors's MBB Position: Q4 2024 in Review

Criterion Capital Advisors held its iShares MBS ETF (MBB) position steady in Q4 2024 at 1,207 shares worth $111K. The position accounts for 0.07% of the portfolio, ranked #91.

Criterion Capital Advisors first reported a position in MBB in Q4 2023 and has held it in 5 quarters since. The position peaked at $114K in Q4 2023. 922 funds tracked by Wall St. Rank hold MBB as of Q4 2024.

  • Criterion Capital Advisors held 1,207 shares of iShares MBS ETF worth $111K as of Q4 2024.
  • Criterion Capital Advisors left its iShares MBS ETF share count unchanged in Q4 2024.
  • iShares MBS ETF made up 0.07% of Criterion Capital Advisors's portfolio in Q4 2024, its #91 holding.
  • Criterion Capital Advisors first reported a position in iShares MBS ETF in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's iShares MBS ETF position peaked at $114K in Q4 2023.
  • 922 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.