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Naples Money Management’s iShares MBS ETF MBB Stock Holding History

Naples Money 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
2024
Q3 		– Sell
-10
Closed -$909 – 420
2024
Q2 		$909 Hold
10
– – ﹤0.01% 355
2024
Q1 		$924 Hold
10
– – ﹤0.01% 362
2023
Q4 		$941 Buy
+10
New +$897 ﹤0.01% 373

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Naples Money Management's MBB Position: Q3 2024 in Review

Naples Money Management sold out of iShares MBS ETF (MBB) in Q3 2024, closing a stake of 10 shares — an estimated $909 sold.

Naples Money Management first reported a position in MBB in Q4 2023 and held it in 3 quarters. The position peaked at $941 in Q4 2023. 874 funds tracked by Wall St. Rank hold MBB as of Q3 2024.

  • Naples Money Management reported no remaining iShares MBS ETF position as of Q3 2024 after selling out during the quarter.
  • Naples Money Management sold 10 iShares MBS ETF shares in Q3 2024, an estimated $909.
  • Naples Money Management first reported a position in iShares MBS ETF in Q4 2023 and held it in 3 quarters.
  • Naples Money Management's iShares MBS ETF position peaked at $941 in Q4 2023.
  • 874 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.