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Fortitude Family Office’s iShares MBS ETF MBB Stock Holding History

Fortitude Family Office’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
-250
Closed -$22.9K – 1236
2024
Q4 		$22.9K Hold
250
– – 0.01% 427
2024
Q3 		$24K Buy
+250
New +$23.6K 0.01% 384
2024
Q1 		– Sell
-567
Closed -$53.3K – 1041
2023
Q4 		$53.3K Buy
+567
New +$50.9K 0.04% 160

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

Fortitude Family Office's MBB Position: Q1 2025 in Review

Fortitude Family Office sold out of iShares MBS ETF (MBB) in Q1 2025, closing a stake of 250 shares — an estimated $22.9K sold.

Fortitude Family Office first reported a position in MBB in Q4 2023 and held it in 3 quarters. The position peaked at $53.3K in Q4 2023. 931 funds tracked by Wall St. Rank hold MBB as of Q1 2025.

  • Fortitude Family Office reported no remaining iShares MBS ETF position as of Q1 2025 after selling out during the quarter.
  • Fortitude Family Office sold 250 iShares MBS ETF shares in Q1 2025, an estimated $22.9K.
  • Fortitude Family Office first reported a position in iShares MBS ETF in Q4 2023 and held it in 3 quarters.
  • Fortitude Family Office's iShares MBS ETF position peaked at $53.3K in Q4 2023.
  • 931 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2025.

Based on Fortitude Family Office's 13F filing for Q1 2025, filed 16 Apr 2025.