KA
MBB icon

Kooman & Associates’s iShares MBS ETF MBB Stock Holding History

Kooman & Associates’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
-4,800
Closed -$440K – 49
2024
Q4 		$440K Buy
+4,800
New +$447K 0.16% 31

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

Kooman & Associates's MBB Position: Q1 2025 in Review

Kooman & Associates sold out of iShares MBS ETF (MBB) in Q1 2025, closing a stake of 4,800 shares — an estimated $440K sold.

Kooman & Associates first reported a position in MBB in Q4 2024 and held it in 1 quarter. The position peaked at $440K in Q4 2024. 931 funds tracked by Wall St. Rank hold MBB as of Q1 2025.

  • Kooman & Associates reported no remaining iShares MBS ETF position as of Q1 2025 after selling out during the quarter.
  • Kooman & Associates sold 4,800 iShares MBS ETF shares in Q1 2025, an estimated $440K.
  • Kooman & Associates first reported a position in iShares MBS ETF in Q4 2024 and held it in 1 quarter.
  • Kooman & Associates's iShares MBS ETF position peaked at $440K in Q4 2024.
  • 931 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2025.

Based on Kooman & Associates's 13F filing for Q1 2025, filed 2 May 2025.