Ridgeline Wealth’s iShares MBS ETF MBB Stock Holding History

Ridgeline 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
2025 Q1	–	Sell	-2,838	Closed	-$260K	–	56
2024 Q4	$260K	Buy	+2,838	New	+$264K	0.21%	47

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

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

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

Ridgeline Wealth's MBB Position: Q1 2025 in Review

Ridgeline Wealth sold out of iShares MBS ETF (MBB) in Q1 2025, closing a stake of 2,838 shares — an estimated $260K sold.

Ridgeline Wealth first reported a position in MBB in Q4 2024 and held it in 1 quarter. The position peaked at $260K in Q4 2024. 931 funds tracked by Wall St. Rank hold MBB as of Q1 2025.

Ridgeline Wealth reported no remaining iShares MBS ETF position as of Q1 2025 after selling out during the quarter.
Ridgeline Wealth sold 2,838 iShares MBS ETF shares in Q1 2025, an estimated $260K.
Ridgeline Wealth first reported a position in iShares MBS ETF in Q4 2024 and held it in 1 quarter.
Ridgeline Wealth's iShares MBS ETF position peaked at $260K in Q4 2024.
931 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2025.

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