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Dakota Wealth Management’s iShares MBS ETF MBB Stock Holding History

Dakota Wealth 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
2026
Q1 		$57.3M Buy
603,613
+57,258
+10% +$5.47M 1.24% 16
2025
Q4 		$52M Buy
546,355
+182,706
+50% +$17.4M 0.92% 17
2025
Q3 		$34.6M Buy
363,649
+62,909
+21% +$5.91M 0.7% 31
2025
Q2 		$28.2M Buy
300,740
+83,686
+39% +$7.75M 0.59% 37
2025
Q1 		$20.4M Buy
217,054
+16,051
+8% +$1.48M 0.48% 43
2024
Q4 		$18.4M Buy
201,003
+29,957
+18% +$2.79M 0.42% 48
2024
Q3 		$16.4M Buy
171,046
+104,491
+157% +$9.88M 0.37% 54
2024
Q2 		$6.11M Buy
+66,555
New +$6.06M 0.14% 129

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 $1.47T 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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return