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Pacific Sage Partners’s iShares MBS ETF MBB Stock Holding History

Pacific Sage Partners’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
-83,402
Closed -$7.82M – 116
2025
Q1 		$7.82M Buy
83,402
+5,443
+7% +$503K 1.76% 14
2024
Q4 		$7.15M Buy
77,959
+1,899
+2% +$177K 1.63% 12
2024
Q3 		$7.29M Sell
76,060
-545
-0.7% -$51.5K 1.73% 13
2024
Q2 		$7.03M Buy
76,605
+3,799
+5% +$346K 1.74% 10
2024
Q1 		$6.73M Buy
72,806
+354
+0.5% +$32.7K 1.74% 10
2023
Q4 		$6.82M Buy
72,452
+2,554
+4% +$229K 1.87% 10
2023
Q3 		$6.21M Buy
+69,898
New +$6.39M 1.87% 10

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Pacific Sage Partners's MBB Position: Q2 2025 in Review

Pacific Sage Partners sold out of iShares MBS ETF (MBB) in Q2 2025, closing a stake of 83,402 shares — an estimated $7.82M sold.

Pacific Sage Partners first reported a position in MBB in Q3 2023 and held it in 7 quarters. The position peaked at $7.82M in Q1 2025. 941 funds tracked by Wall St. Rank hold MBB as of Q2 2025.

  • Pacific Sage Partners reported no remaining iShares MBS ETF position as of Q2 2025 after selling out during the quarter.
  • Pacific Sage Partners sold 83,402 iShares MBS ETF shares in Q2 2025, an estimated $7.82M.
  • Pacific Sage Partners first reported a position in iShares MBS ETF in Q3 2023 and held it in 7 quarters.
  • Pacific Sage Partners's iShares MBS ETF position peaked at $7.82M in Q1 2025.
  • 941 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2025.

Based on Pacific Sage Partners's 13F filing for Q2 2025, filed 16 Jul 2025.