PW
MBB icon

Peninsula Wealth’s iShares MBS ETF MBB Stock Holding History

Peninsula Wealth’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 		$2.28M Sell
24,834
-4,860
-16% -$453K 0.39% 29
2024
Q3 		$2.81M Buy
29,694
+2,533
+9% +$239K 0.49% 28
2024
Q2 		$2.53M Buy
27,161
+7,952
+41% +$724K 0.47% 28
2024
Q1 		$1.78M Buy
19,209
+2,113
+12% +$195K 0.35% 31
2023
Q4 		$1.61M Buy
+17,096
New +$1.53M 0.33% 29

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
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Peninsula Wealth's MBB Position: Q4 2024 in Review

Peninsula Wealth reduced its iShares MBS ETF (MBB) stake by 16% in Q4 2024, selling an estimated $453K and leaving 24,834 shares worth $2.28M. The position accounts for 0.39% of the portfolio, ranked #29.

Peninsula Wealth first reported a position in MBB in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.81M in Q3 2024. 922 funds tracked by Wall St. Rank hold MBB as of Q4 2024.

  • Peninsula Wealth held 24,834 shares of iShares MBS ETF worth $2.28M as of Q4 2024.
  • Peninsula Wealth sold 4,860 iShares MBS ETF shares in Q4 2024, an estimated $453K.
  • iShares MBS ETF made up 0.39% of Peninsula Wealth's portfolio in Q4 2024, its #29 holding.
  • Peninsula Wealth first reported a position in iShares MBS ETF in Q4 2023 and has held it in 5 quarters since.
  • Peninsula Wealth's iShares MBS ETF position peaked at $2.81M in Q3 2024.
  • 922 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.