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Lord & Richards Wealth Management’s iShares MBS ETF MBB Stock Holding History

Lord & Richards Wealth Management’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 		– Sell
-12,533
Closed -$1.18M – 124
2025
Q1 		$1.18M Buy
12,533
+1,473
+13% +$136K 1.33% 25
2024
Q4 		$1.01M Buy
+11,060
New +$1.03M 2.14% 10

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

Lord & Richards Wealth Management's MBB Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of iShares MBS ETF (MBB) in Q2 2025, closing a stake of 12,533 shares — an estimated $1.18M sold.

Lord & Richards Wealth Management first reported a position in MBB in Q4 2024 and held it in 2 quarters. The position peaked at $1.18M in Q1 2025. 936 funds tracked by Wall St. Rank hold MBB as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining iShares MBS ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 12,533 iShares MBS ETF shares in Q2 2025, an estimated $1.18M.
  • Lord & Richards Wealth Management first reported a position in iShares MBS ETF in Q4 2024 and held it in 2 quarters.
  • Lord & Richards Wealth Management's iShares MBS ETF position peaked at $1.18M in Q1 2025.
  • 936 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.