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FSB Premier Wealth Management’s iShares MBS ETF MBB Stock Holding History

FSB Premier 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
2024
Q4 		– Sell
-4,458
Closed -$427K – 215
2024
Q3 		$427K Sell
4,458
-4,037
-48% -$382K 0.18% 132
2024
Q2 		$780K Buy
8,495
+5,608
+194% +$511K 0.35% 71
2024
Q1 		$267K Buy
+2,887
New +$267K 0.12% 152
2022
Q1 		– Sell
-190
Closed -$20K – 359
2021
Q4 		$20K Buy
+190
New +$20.5K 0.01% 347

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

FSB Premier Wealth Management's MBB Position: Q4 2024 in Review

FSB Premier Wealth Management sold out of iShares MBS ETF (MBB) in Q4 2024, closing a stake of 4,458 shares — an estimated $427K sold.

FSB Premier Wealth Management first reported a position in MBB in Q4 2021 and held it in 4 quarters. The position peaked at $780K in Q2 2024. 927 funds tracked by Wall St. Rank hold MBB as of Q4 2024.

  • FSB Premier Wealth Management reported no remaining iShares MBS ETF position as of Q4 2024 after selling out during the quarter.
  • FSB Premier Wealth Management sold 4,458 iShares MBS ETF shares in Q4 2024, an estimated $427K.
  • FSB Premier Wealth Management first reported a position in iShares MBS ETF in Q4 2021 and held it in 4 quarters.
  • FSB Premier Wealth Management's iShares MBS ETF position peaked at $780K in Q2 2024.
  • 927 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2024.

Based on FSB Premier Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.