Good Life Advisors’s iShares MBS ETF MBB Stock Holding History

Good Life Advisors’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	-8,370	Closed	-$802K	–	566
2024 Q3	$802K	Buy	+8,370	New	+$791K	0.05%	253
2020 Q1	–	Sell	-2,163	Closed	-$234K	–	254
2019 Q4	$234K	Buy	+2,163	New	+$234K	0.07%	221
2018 Q4	–	Sell	-2,124	Closed	-$222K	–	253
2018 Q3	$222K	Buy	+2,124	New	+$220K	0.06%	219
2018 Q2	–	Sell	-2,440	Closed	-$254K	–	241
2018 Q1	$254K	Sell	2,440 -374	-13%	-$39.2K	0.09%	174
2017 Q4	$300K	Sell	2,814 -321	-10%	-$34.3K	0.09%	159
2017 Q3	$335K	Buy	3,135 +411	+15%	+$44K	0.13%	130
2017 Q2	$292K	Sell	2,724 -925	-25%	-$99K	0.13%	143
2017 Q1	$392K	Sell	3,649 -140	-4%	-$14.9K	0.19%	99
2016 Q4	$405K	Buy	+3,789	New	+$410K	0.24%	73

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Good Life Advisors's MBB Position: Q4 2024 in Review

Good Life Advisors sold out of iShares MBS ETF (MBB) in Q4 2024, closing a stake of 8,370 shares — an estimated $802K sold.

Good Life Advisors first reported a position in MBB in Q4 2016 and held it in 9 quarters. The position peaked at $802K in Q3 2024. 922 funds tracked by Wall St. Rank hold MBB as of Q4 2024.

Good Life Advisors reported no remaining iShares MBS ETF position as of Q4 2024 after selling out during the quarter.
Good Life Advisors sold 8,370 iShares MBS ETF shares in Q4 2024, an estimated $802K.
Good Life Advisors first reported a position in iShares MBS ETF in Q4 2016 and held it in 9 quarters.
Good Life Advisors's iShares MBS ETF position peaked at $802K in Q3 2024.
922 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2024.

Based on Good Life Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.