Prime Buchholz’s iShares MBS ETF MBB Stock Holding History

Prime Buchholz’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	-17,924	Closed	-$1.59M	–	28
2024 Q4	$1.59M	Buy	+17,924	New	+$1.67M	0.52%	25

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Prime Buchholz's MBB Position: Q1 2025 in Review

Prime Buchholz sold out of iShares MBS ETF (MBB) in Q1 2025, closing a stake of 17,924 shares — an estimated $1.59M sold.

Prime Buchholz first reported a position in MBB in Q4 2024 and held it in 1 quarter. The position peaked at $1.59M in Q4 2024. 936 funds tracked by Wall St. Rank hold MBB as of Q1 2025.

Prime Buchholz reported no remaining iShares MBS ETF position as of Q1 2025 after selling out during the quarter.
Prime Buchholz sold 17,924 iShares MBS ETF shares in Q1 2025, an estimated $1.59M.
Prime Buchholz first reported a position in iShares MBS ETF in Q4 2024 and held it in 1 quarter.
Prime Buchholz's iShares MBS ETF position peaked at $1.59M in Q4 2024.
936 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2025.

Based on Prime Buchholz's 13F filing for Q1 2025, filed 9 May 2025.