Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
LNWWM
Laird Norton Wetherby Wealth Management’s
iShares MBS ETF
MBB
Stock Holding History
Laird Norton Wetherby 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
2025
Q3
$577K
Buy
6,059
+23
+0.4%
+$2.16K
0.02%
529
2025
Q2
$567K
Buy
+6,036
New
+$559K
0.03%
523
2024
Q4
$619K
Buy
6,748
+27
+0.4%
+$2.51K
0.03%
466
2024
Q3
$644K
Buy
6,721
+361
+6%
+$34.1K
0.03%
477
2024
Q2
$584K
Buy
6,360
+300
+5%
+$27.3K
0.03%
497
2024
Q1
$560K
Buy
+6,060
New
+$561K
0.03%
528
2021
Q2
–
Sell
-8,929
Closed
-$968K
–
940
2021
Q1
$968K
Sell
8,929
-2,997
-25%
-$328K
0.07%
260
2020
Q4
$1.31M
Buy
11,926
+5
+0%
+$551
0.09%
216
2020
Q3
$1.32M
Buy
11,921
+4
+0%
+$442
0.12%
167
2020
Q2
$1.32M
Buy
11,917
+6
+0.1%
+$664
0.13%
155
2020
Q1
$1.31M
Buy
11,911
+4
+0%
+$435
0.15%
138
2019
Q4
$1.29M
Buy
11,907
+6
+0.1%
+$648
0.13%
175
2019
Q3
$1.29M
Buy
11,901
+7
+0.1%
+$755
0.13%
172
2019
Q2
$1.28M
Buy
+11,894
New
+$1.27M
0.14%
162
Other funds holding MBB
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T 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
$376B AUM
19.32%
1-Year Est. Return
TIAA Trust, National Association
Charlotte, North Carolina
$1.65B AUM
16.63%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
RH
RenaissanceRe Holdings
Pembroke, Bermuda
$406M AUM
2.74%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close