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DOHJ LLC’s iShares MBS ETF MBB Stock Holding History

DOHJ LLC’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 		– Sell
-129,231
Closed -$11.9M – 81
2025
Q2 		$11.9M Buy
129,231
+64,078
+98% +$5.94M 3.47% 6
2025
Q1 		$6.11M Buy
65,153
+13,542
+26% +$1.25M 1.4% 17
2024
Q4 		$4.73M Sell
51,611
-1,542
-3% -$144K 1.09% 23
2024
Q3 		$5.09M Sell
53,153
-10,224
-16% -$966K 1.19% 20
2024
Q2 		$5.82M Buy
63,377
+1,708
+3% +$156K 1.45% 17
2024
Q1 		$5.7M Buy
61,669
+3,927
+7% +$363K 1.51% 17
2023
Q4 		$5.43M Buy
+57,742
New +$5.18M 1.61% 13
2021
Q2 		– Sell
-3,000
Closed -$325K – 105
2021
Q1 		$325K Buy
3,000
+467
+18% +$51.1K 0.19% 69
2020
Q4 		$279K Buy
2,533
+54
+2% +$5.95K 0.16% 68
2020
Q3 		$273K Buy
2,479
+431
+21% +$47.7K 0.17% 65
2020
Q2 		$227K Buy
+2,048
New +$227K 0.16% 65

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

DOHJ LLC's MBB Position: Q3 2025 in Review

DOHJ LLC sold out of iShares MBS ETF (MBB) in Q3 2025, closing a stake of 129,231 shares — an estimated $11.9M sold.

DOHJ LLC first reported a position in MBB in Q2 2020 and held it in 11 quarters. The position peaked at $11.9M in Q2 2025. 929 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

  • DOHJ LLC reported no remaining iShares MBS ETF position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 129,231 iShares MBS ETF shares in Q3 2025, an estimated $11.9M.
  • DOHJ LLC first reported a position in iShares MBS ETF in Q2 2020 and held it in 11 quarters.
  • DOHJ LLC's iShares MBS ETF position peaked at $11.9M in Q2 2025.
  • 929 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.