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Rareview Capital’s iShares MBS ETF MBB Stock Holding History

Rareview Capital’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
-12,932
Closed -$1.24M – 50
2024
Q4 		$1.24M Buy
12,932
+7,488
+138% +$697K 0.9% 33
2024
Q3 		$522K Hold
5,444
– – 0.39% 44
2024
Q2 		$500K Sell
5,444
-4,914
-47% -$448K 0.48% 36
2024
Q1 		$957K Sell
10,358
-66,237
-86% -$6.13M 0.94% 26
2023
Q4 		$7.21M Buy
+76,595
New +$6.87M 6.62% 4

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 $424B AUM 22.94% 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

Rareview Capital's MBB Position: Q1 2025 in Review

Rareview Capital sold out of iShares MBS ETF (MBB) in Q1 2025, closing a stake of 12,932 shares — an estimated $1.24M sold.

Rareview Capital first reported a position in MBB in Q4 2023 and held it in 5 quarters. The position peaked at $7.21M in Q4 2023. 932 funds tracked by Wall St. Rank hold MBB as of Q1 2025.

  • Rareview Capital reported no remaining iShares MBS ETF position as of Q1 2025 after selling out during the quarter.
  • Rareview Capital sold 12,932 iShares MBS ETF shares in Q1 2025, an estimated $1.24M.
  • Rareview Capital first reported a position in iShares MBS ETF in Q4 2023 and held it in 5 quarters.
  • Rareview Capital's iShares MBS ETF position peaked at $7.21M in Q4 2023.
  • 932 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2025.

Based on Rareview Capital's 13F filing for Q1 2025, filed 7 May 2025.