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Foster Dykema Cabot & Partners’s iShares MBS ETF MBB Stock Holding History

Foster Dykema Cabot & Partners’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 		– Sell
-271
Closed -$26K – 438
2024
Q3 		$26K Buy
+271
New +$25.6K ﹤0.01% 287

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

Foster Dykema Cabot & Partners's MBB Position: Q4 2024 in Review

Foster Dykema Cabot & Partners sold out of iShares MBS ETF (MBB) in Q4 2024, closing a stake of 271 shares — an estimated $26K sold.

Foster Dykema Cabot & Partners first reported a position in MBB in Q3 2024 and held it in 1 quarter. The position peaked at $26K in Q3 2024. 922 funds tracked by Wall St. Rank hold MBB as of Q4 2024.

  • Foster Dykema Cabot & Partners reported no remaining iShares MBS ETF position as of Q4 2024 after selling out during the quarter.
  • Foster Dykema Cabot & Partners sold 271 iShares MBS ETF shares in Q4 2024, an estimated $26K.
  • Foster Dykema Cabot & Partners first reported a position in iShares MBS ETF in Q3 2024 and held it in 1 quarter.
  • Foster Dykema Cabot & Partners's iShares MBS ETF position peaked at $26K in Q3 2024.
  • 922 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2024.

Based on Foster Dykema Cabot & Partners's 13F filing for Q4 2024, filed 13 Feb 2025.