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Householder Group Estate & Retirement Specialist’s iShares MBS ETF MBB Stock Holding History

Householder Group Estate & Retirement Specialist’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
-654
Closed -$62K – 920
2024
Q3 		$62K Buy
654
+2
+0.3% +$189 0.02% 447
2024
Q2 		$59K Sell
652
-7
-1% -$638 0.02% 448
2024
Q1 		$60.9K Buy
659
+19
+3% +$1.76K 0.02% 438
2023
Q4 		$60K Hold
640
– – 0.02% 428
2023
Q3 		$56.9K Buy
+640
New +$58.5K 0.02% 417
2023
Q1 		$67K Buy
+708
New +$66.9K 0.03% 383
2022
Q4 		– Sell
-595
Closed -$54K – 785
2022
Q3 		$54K Buy
+595
New +$57.7K 0.02% 386

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 $424B AUM 22.94% 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 $1.88B AUM 29.07% 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

Householder Group Estate & Retirement Specialist's MBB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares MBS ETF (MBB) in Q4 2024, closing a stake of 654 shares — an estimated $62K sold.

Householder Group Estate & Retirement Specialist first reported a position in MBB in Q3 2022 and held it in 7 quarters. The position peaked at $67K in Q1 2023. 923 funds tracked by Wall St. Rank hold MBB as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares MBS ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 654 iShares MBS ETF shares in Q4 2024, an estimated $62K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares MBS ETF in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's iShares MBS ETF position peaked at $67K in Q1 2023.
  • 923 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.