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Legacy Investment Solutions’s iShares MBS ETF MBB Stock Holding History

Legacy Investment Solutions’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
Q2 		$1.97K Buy
+21
New +$1.95K ﹤0.01% 518
2024
Q4 		$1.94K Buy
21
+2
+11% +$186 ﹤0.01% 504
2024
Q3 		$1.76K Buy
+19
New +$1.8K ﹤0.01% 493

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Legacy Investment Solutions's MBB Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares MBS ETF (MBB) in Q2 2025: 21 shares worth $1.97K. The stake represents ﹤0.01% of the portfolio and ranks #518 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in MBB as recently as Q4 2024.

Legacy Investment Solutions first reported a position in MBB in Q3 2024 and has held it in 3 quarters since. 936 funds tracked by Wall St. Rank hold MBB as of Q2 2025.

  • Legacy Investment Solutions held 21 shares of iShares MBS ETF worth $1.97K as of Q2 2025.
  • iShares MBS ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares MBS ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #518 holding.
  • Legacy Investment Solutions first reported a position in iShares MBS ETF in Q3 2024 and has held it in 3 quarters since.
  • 936 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.