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Pines Wealth Management’s iShares MBS ETF MBB Stock Holding History

Pines Wealth 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
2025
Q1 		– Sell
-4,491
Closed -$407K – 209
2024
Q4 		$407K Buy
+4,491
New +$418K 0.18% 133

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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Pines Wealth Management's MBB Position: Q1 2025 in Review

Pines Wealth Management sold out of iShares MBS ETF (MBB) in Q1 2025, closing a stake of 4,491 shares — an estimated $407K sold.

Pines Wealth Management first reported a position in MBB in Q4 2024 and held it in 1 quarter. The position peaked at $407K in Q4 2024. 931 funds tracked by Wall St. Rank hold MBB as of Q1 2025.

  • Pines Wealth Management reported no remaining iShares MBS ETF position as of Q1 2025 after selling out during the quarter.
  • Pines Wealth Management sold 4,491 iShares MBS ETF shares in Q1 2025, an estimated $407K.
  • Pines Wealth Management first reported a position in iShares MBS ETF in Q4 2024 and held it in 1 quarter.
  • Pines Wealth Management's iShares MBS ETF position peaked at $407K in Q4 2024.
  • 931 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2025.

Based on Pines Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.