Lodestar Private Asset Management’s iShares MBS ETF MBB Stock Holding History

Lodestar Private Asset Management's MBB Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its iShares MBS ETF (MBB) stake by 5.5% in Q2 2026, selling an estimated $76.3K and leaving 13,756 shares worth $1.3M. The position accounts for 0.11% of the portfolio, ranked #94.

Lodestar Private Asset Management first reported a position in MBB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.99M in Q1 2024. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

• Lodestar Private Asset Management held 13,756 shares of iShares MBS ETF worth $1.3M as of Q2 2026.
• Lodestar Private Asset Management sold 807 iShares MBS ETF shares in Q2 2026, an estimated $76.3K.
• iShares MBS ETF made up 0.11% of Lodestar Private Asset Management's portfolio in Q2 2026, its #94 holding.
• Lodestar Private Asset Management first reported a position in iShares MBS ETF in Q4 2023 and has held it in 11 quarters since.
• Lodestar Private Asset Management's iShares MBS ETF position peaked at $1.99M in Q1 2024.
• 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.