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Lindbrook Capital’s iShares MBS ETF MBB Stock Holding History

Lindbrook Capital’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
Q4 		– Sell
-211
Closed -$20.2K – 2858
2024
Q3 		$20.2K Buy
+211
New +$19.9K ﹤0.01% 1293
2020
Q4 		– Sell
-289
Closed -$32K – 1832
2020
Q3 		$32K Buy
+289
New +$32K 0.01% 467

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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Lindbrook Capital's MBB Position: Q4 2024 in Review

Lindbrook Capital sold out of iShares MBS ETF (MBB) in Q4 2024, closing a stake of 211 shares — an estimated $20.2K sold.

Lindbrook Capital first reported a position in MBB in Q3 2020 and held it in 2 quarters. The position peaked at $32K in Q3 2020. 923 funds tracked by Wall St. Rank hold MBB as of Q4 2024.

  • Lindbrook Capital reported no remaining iShares MBS ETF position as of Q4 2024 after selling out during the quarter.
  • Lindbrook Capital sold 211 iShares MBS ETF shares in Q4 2024, an estimated $20.2K.
  • Lindbrook Capital first reported a position in iShares MBS ETF in Q3 2020 and held it in 2 quarters.
  • Lindbrook Capital's iShares MBS ETF position peaked at $32K in Q3 2020.
  • 923 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2024.

Based on Lindbrook Capital's 13F filing for Q4 2024, filed 6 Feb 2025.