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

Lane & 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	-4,937	Closed	-$455K	–	119
2024 Q4	$455K	Sell	4,937 -1,479	-23%	-$138K	0.24%	69
2024 Q3	$615K	Sell	6,416 -2,641	-29%	-$250K	0.33%	58
2024 Q2	$832K	Sell	9,057 -5,518	-38%	-$503K	0.49%	44
2024 Q1	$1.35M	Sell	14,575 -3,222	-18%	-$298K	0.85%	27
2023 Q4	$1.67M	Buy	17,797 +1,559	+10%	+$140K	1.22%	22
2023 Q3	$1.44M	Sell	16,238 -2,356	-13%	-$215K	1.16%	22
2023 Q2	$1.73M	Buy	18,594 +5,952	+47%	+$560K	1.38%	18
2023 Q1	$1.2M	Buy	12,642 +7,875	+165%	+$744K	1.07%	24
2022 Q4	$442K	Buy	+4,767	New	+$440K	0.42%	52

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Lane & Associates sold out of iShares MBS ETF (MBB) in Q1 2025, closing a stake of 4,937 shares — an estimated $455K sold.

Lane & Associates first reported a position in MBB in Q4 2022 and held it in 9 quarters. The position peaked at $1.73M in Q2 2023. 932 funds tracked by Wall St. Rank hold MBB as of Q1 2025.

Lane & Associates reported no remaining iShares MBS ETF position as of Q1 2025 after selling out during the quarter.
Lane & Associates sold 4,937 iShares MBS ETF shares in Q1 2025, an estimated $455K.
Lane & Associates first reported a position in iShares MBS ETF in Q4 2022 and held it in 9 quarters.
Lane & Associates's iShares MBS ETF position peaked at $1.73M in Q2 2023.
932 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.