Lodestar Private Asset Management’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
Other funds holding MBB
TWIM
TCIIS
Lodestar Private Asset Management's MBB Position: Q1 2026 in Review
Lodestar Private Asset Management reduced its iShares MBS ETF (MBB) stake by 12% in Q1 2026, selling an estimated $196K and leaving 14,563 shares worth $1.38M. The position accounts for 0.14% of the portfolio, ranked #86.
Lodestar Private Asset Management first reported a position in MBB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.99M in Q1 2024. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.
- Lodestar Private Asset Management held 14,563 shares of iShares MBS ETF worth $1.38M as of Q1 2026.
- Lodestar Private Asset Management sold 2,052 iShares MBS ETF shares in Q1 2026, an estimated $196K.
- iShares MBS ETF made up 0.14% of Lodestar Private Asset Management's portfolio in Q1 2026, its #86 holding.
- Lodestar Private Asset Management first reported a position in iShares MBS ETF in Q4 2023 and has held it in 10 quarters since.
- Lodestar Private Asset Management's iShares MBS ETF position peaked at $1.99M in Q1 2024.
- 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.
Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.