Symphony Financial’s iShares MBS ETF MBB Stock Holding History

Symphony Financial’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	-5,084	Closed	-$467K	–	165
2024 Q4	$467K	Buy	+5,084	New	+$473K	0.07%	141

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

Symphony Financial's MBB Position: Q1 2025 in Review

Symphony Financial sold out of iShares MBS ETF (MBB) in Q1 2025, closing a stake of 5,084 shares — an estimated $467K sold.

Symphony Financial first reported a position in MBB in Q4 2024 and held it in 1 quarter. The position peaked at $467K in Q4 2024. 931 funds tracked by Wall St. Rank hold MBB as of Q1 2025.

Symphony Financial reported no remaining iShares MBS ETF position as of Q1 2025 after selling out during the quarter.
Symphony Financial sold 5,084 iShares MBS ETF shares in Q1 2025, an estimated $467K.
Symphony Financial first reported a position in iShares MBS ETF in Q4 2024 and held it in 1 quarter.
Symphony Financial's iShares MBS ETF position peaked at $467K in Q4 2024.
931 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2025.

Based on Symphony Financial's 13F filing for Q1 2025, filed 23 Apr 2025.