Legal & General Group
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Legal & General Group’s iShares MBS ETF MBB Stock Holding History

Legal & General Group’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
2024
Q3 		– Sell
-95,000
Closed -$8.72M – 3410
2024
Q2 		$8.72M Buy
+95,000
New +$8.65M ﹤0.01% 1204

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Legal & General Group's MBB Position: Q3 2024 in Review

Legal & General Group sold out of iShares MBS ETF (MBB) in Q3 2024, closing a stake of 95,000 shares — an estimated $8.72M sold.

Legal & General Group first reported a position in MBB in Q2 2024 and held it in 1 quarter. The position peaked at $8.72M in Q2 2024. 873 funds tracked by Wall St. Rank hold MBB as of Q3 2024.

  • Legal & General Group reported no remaining iShares MBS ETF position as of Q3 2024 after selling out during the quarter.
  • Legal & General Group sold 95,000 iShares MBS ETF shares in Q3 2024, an estimated $8.72M.
  • Legal & General Group first reported a position in iShares MBS ETF in Q2 2024 and held it in 1 quarter.
  • Legal & General Group's iShares MBS ETF position peaked at $8.72M in Q2 2024.
  • 873 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2024.

Based on Legal & General Group's 13F filing for Q3 2024, filed 14 Nov 2024.