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Laurie J. Hall Trustee’s iShares MBS ETF MBB Stock Holding History

Laurie J. Hall Trustee’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
-1,100
Closed -$101K – 185
2024
Q4 		$101K Hold
1,100
– – 0.03% 152
2024
Q3 		$105K Hold
1,100
– – 0.03% 156
2024
Q2 		$101K Hold
1,100
– – 0.04% 141
2024
Q1 		$102K Hold
1,100
– – 0.04% 142
2023
Q4 		$103K Hold
1,100
– – 0.04% 140
2023
Q3 		$98K Hold
1,100
– – 0.04% 136
2023
Q2 		$103K Hold
1,100
– – 0.04% 141
2023
Q1 		$104K Buy
+1,100
New +$104K 0.04% 136

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

Laurie J. Hall Trustee's MBB Position: Q1 2025 in Review

Laurie J. Hall Trustee sold out of iShares MBS ETF (MBB) in Q1 2025, closing a stake of 1,100 shares — an estimated $101K sold.

Laurie J. Hall Trustee first reported a position in MBB in Q1 2023 and held it in 8 quarters. The position peaked at $105K in Q3 2024. 931 funds tracked by Wall St. Rank hold MBB as of Q1 2025.

  • Laurie J. Hall Trustee reported no remaining iShares MBS ETF position as of Q1 2025 after selling out during the quarter.
  • Laurie J. Hall Trustee sold 1,100 iShares MBS ETF shares in Q1 2025, an estimated $101K.
  • Laurie J. Hall Trustee first reported a position in iShares MBS ETF in Q1 2023 and held it in 8 quarters.
  • Laurie J. Hall Trustee's iShares MBS ETF position peaked at $105K in Q3 2024.
  • 931 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2025.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2025, filed 15 May 2025.