Peoples Bank (Ohio)’s iShares MBS ETF MBB Stock Holding History

Peoples Bank (Ohio)’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	–	Sell	-2,118	Closed	-$203K	–	112
2024 Q3	$203K	Sell	2,118 -189	-8%	-$17.9K	0.1%	124
2024 Q2	$212K	Buy	2,307 +130	+6%	+$11.8K	0.11%	129
2024 Q1	$201K	Hold	2,177	–	–	0.11%	122
2023 Q4	$205K	Buy	+2,177	New	+$195K	0.12%	115
2023 Q3	–	Sell	-2,345	Closed	-$219K	–	117
2023 Q2	$219K	Sell	2,345 -1,563	-40%	-$147K	0.13%	109
2023 Q1	$370K	Buy	3,908 +139	+4%	+$13.1K	0.24%	75
2022 Q4	$350K	Sell	3,769 -4,558	-55%	-$420K	0.23%	75
2022 Q3	$763K	Hold	8,327	–	–	0.51%	40
2022 Q2	$812K	Hold	8,327	–	–	0.5%	40
2022 Q1	$848K	Buy	8,327 +5,850	+236%	+$611K	0.43%	44
2021 Q4	$266K	Buy	+2,477	New	+$267K	0.13%	107

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Peoples Bank (Ohio)'s MBB Position: Q4 2024 in Review

Peoples Bank (Ohio) sold out of iShares MBS ETF (MBB) in Q4 2024, closing a stake of 2,118 shares — an estimated $203K sold.

Peoples Bank (Ohio) first reported a position in MBB in Q4 2021 and held it in 11 quarters. The position peaked at $848K in Q1 2022. 923 funds tracked by Wall St. Rank hold MBB as of Q4 2024.

Peoples Bank (Ohio) reported no remaining iShares MBS ETF position as of Q4 2024 after selling out during the quarter.
Peoples Bank (Ohio) sold 2,118 iShares MBS ETF shares in Q4 2024, an estimated $203K.
Peoples Bank (Ohio) first reported a position in iShares MBS ETF in Q4 2021 and held it in 11 quarters.
Peoples Bank (Ohio)'s iShares MBS ETF position peaked at $848K in Q1 2022.
923 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2024.

Based on Peoples Bank (Ohio)'s 13F filing for Q4 2024, filed 3 Feb 2025.