Madison Investment Advisors’s iShares MBS ETF MBB Stock Holding History

Madison Investment Advisors’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	$323K	Buy	+3,519	New	+$328K	﹤0.01%	317

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Madison Investment Advisors's MBB Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in iShares MBS ETF (MBB) in Q4 2024: 3,519 shares worth $323K. The stake represents ﹤0.01% of the portfolio and ranks #317 among its holdings.

926 funds tracked by Wall St. Rank hold MBB as of Q4 2024.

Madison Investment Advisors held 3,519 shares of iShares MBS ETF worth $323K as of Q4 2024.
iShares MBS ETF was a new Madison Investment Advisors position in Q4 2024.
iShares MBS ETF made up ﹤0.01% of Madison Investment Advisors's portfolio in Q4 2024, its #317 holding.
926 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.