FA
MBB icon

Forefront Analytics’s iShares MBS ETF MBB Stock Holding History

Forefront Analytics’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
-72,363
Closed -$6.63M – 58
2024
Q4 		$6.63M Buy
72,363
+12,748
+21% +$1.19M 3.09% 12
2024
Q3 		$5.71M Sell
59,615
-1,595
-3% -$151K 2.69% 16
2024
Q2 		$5.62M Buy
61,210
+2,896
+5% +$264K 2.69% 16
2024
Q1 		$5.39M Sell
58,314
-65
-0.1% -$6.01K 2.61% 17
2023
Q4 		$5.49M Buy
58,379
+35,756
+158% +$3.21M 2.71% 16
2023
Q3 		$2.01M Buy
22,623
+3,783
+20% +$346K 1.14% 22
2023
Q2 		$1.76M Sell
18,840
-553
-3% -$52K 1% 26
2023
Q1 		$1.84M Sell
19,393
-853
-4% -$80.5K 0.95% 29
2022
Q4 		$1.88M Sell
20,246
-1,614
-7% -$149K 1% 27
2022
Q3 		$2M Buy
21,860
+44
+0.2% +$4.26K 1.07% 24
2022
Q2 		$2.13M Sell
21,816
-9,588
-31% -$940K 1.03% 25
2022
Q1 		$3.19M Buy
31,404
+197
+0.6% +$20.6K 1.19% 22
2021
Q4 		$3.35M Buy
31,207
+1,051
+3% +$113K 1.12% 22
2021
Q3 		$3.26M Buy
30,156
+322
+1% +$34.9K 1.19% 25
2021
Q2 		$3.23M Buy
29,834
+783
+3% +$84.9K 1.28% 24
2021
Q1 		$3.15M Sell
29,051
-4,545
-14% -$498K 1.34% 24
2020
Q4 		$3.7M Sell
33,596
-5,009
-13% -$552K 1.61% 21
2020
Q3 		$4.26M Buy
38,605
+9,304
+32% +$1.03M 1.99% 20
2020
Q2 		$3.24M Buy
29,301
+5,206
+22% +$576K 1.99% 19
2020
Q1 		$2.66M Sell
24,095
-18,735
-44% -$2.04M 2.12% 17
2019
Q4 		$4.63M Buy
42,830
+1,264
+3% +$137K 1.8% 21
2019
Q3 		$4.51M Sell
41,566
-24,789
-37% -$2.67M 1.86% 21
2019
Q2 		$7.14M Buy
66,355
+18,843
+40% +$2M 3.04% 18
2019
Q1 		$5.05M Sell
47,512
-3,255
-6% -$342K 3.22% 16
2018
Q4 		$5.31M Buy
50,767
+19,388
+62% +$1.99M 2.94% 18
2018
Q3 		$3.25M Buy
31,379
+731
+2% +$75.9K 1.47% 28
2018
Q2 		$3.19M Buy
30,648
+15,278
+99% +$1.59M 1.49% 27
2018
Q1 		$1.61M Buy
15,370
+4,592
+43% +$482K 0.9% 29
2017
Q4 		$1.15M Buy
+10,778
New +$1.15M 0.68% 34

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

Forefront Analytics's MBB Position: Q1 2025 in Review

Forefront Analytics sold out of iShares MBS ETF (MBB) in Q1 2025, closing a stake of 72,363 shares — an estimated $6.63M sold.

Forefront Analytics first reported a position in MBB in Q4 2017 and held it in 29 quarters. The position peaked at $7.14M in Q2 2019. 931 funds tracked by Wall St. Rank hold MBB as of Q1 2025.

  • Forefront Analytics reported no remaining iShares MBS ETF position as of Q1 2025 after selling out during the quarter.
  • Forefront Analytics sold 72,363 iShares MBS ETF shares in Q1 2025, an estimated $6.63M.
  • Forefront Analytics first reported a position in iShares MBS ETF in Q4 2017 and held it in 29 quarters.
  • Forefront Analytics's iShares MBS ETF position peaked at $7.14M in Q2 2019.
  • 931 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2025.

Based on Forefront Analytics's 13F filing for Q1 2025, filed 13 May 2025.