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

Sugarloaf 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
2024 Q4	$10.5K	Buy	115 +6	+6%	+$559	﹤0.01%	492
2024 Q3	$10.4K	Buy	+109	New	+$10.3K	﹤0.01%	498
2022 Q2	–	Sell	-1,817	Closed	-$185K	–	811
2022 Q1	$185K	Buy	1,817 +5	+0.3%	+$522	0.04%	127
2021 Q4	$195K	Hold	1,812	–	–	0.05%	128
2021 Q3	$196K	Buy	1,812 +4	+0.2%	+$434	0.05%	124
2021 Q2	$196K	Buy	1,808 +1,395	+338%	+$151K	0.05%	128
2021 Q1	$195	Sell	413 -1,480	-78%	-$162K	0.06%	126
2020 Q4	$208K	Buy	1,893 +10	+0.5%	+$1.1K	0.07%	110
2020 Q3	$208K	Buy	1,883 +9	+0.5%	+$995	0.08%	111
2020 Q2	$207K	Buy	1,874 +10	+0.5%	+$1.11K	0.08%	107
2020 Q1	$206K	Buy	+1,864	New	+$203K	0.09%	100

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Sugarloaf Wealth Management's MBB Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its iShares MBS ETF (MBB) stake by 5.5% in Q4 2024, buying an estimated $559 and bringing the position to 115 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Sugarloaf Wealth Management first reported a position in MBB in Q1 2020 and has held it in 11 quarters since. The position peaked at $208K in Q4 2020. 922 funds tracked by Wall St. Rank hold MBB as of Q4 2024.

Sugarloaf Wealth Management held 115 shares of iShares MBS ETF worth $10.5K as of Q4 2024.
Sugarloaf Wealth Management bought 6 iShares MBS ETF shares in Q4 2024, an estimated $559.
iShares MBS ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #492 holding.
Sugarloaf Wealth Management first reported a position in iShares MBS ETF in Q1 2020 and has held it in 11 quarters since.
Sugarloaf Wealth Management's iShares MBS ETF position peaked at $208K in Q4 2020.
922 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.