Silver Oak Securities’s iShares MBS ETF MBB Stock Holding History

Silver Oak Securities’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 Q2	–	Sell	-2,100	Closed	-$197K	–	716
2025 Q1	$197K	Buy	+2,100	New	+$194K	0.02%	595

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Silver Oak Securities's MBB Position: Q2 2025 in Review

Silver Oak Securities sold out of iShares MBS ETF (MBB) in Q2 2025, closing a stake of 2,100 shares — an estimated $197K sold.

Silver Oak Securities first reported a position in MBB in Q1 2025 and held it in 1 quarter. The position peaked at $197K in Q1 2025. 936 funds tracked by Wall St. Rank hold MBB as of Q2 2025.

Silver Oak Securities reported no remaining iShares MBS ETF position as of Q2 2025 after selling out during the quarter.
Silver Oak Securities sold 2,100 iShares MBS ETF shares in Q2 2025, an estimated $197K.
Silver Oak Securities first reported a position in iShares MBS ETF in Q1 2025 and held it in 1 quarter.
Silver Oak Securities's iShares MBS ETF position peaked at $197K in Q1 2025.
936 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2025.

Based on Silver Oak Securities's 13F filing for Q2 2025, filed 11 Jul 2025.