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US Financial Advisors’s iShares MBS ETF MBB Stock Holding History

US Financial Advisors’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 		$787K Buy
8,394
+795
+10% +$73.5K 0.23% 46
2024
Q4 		$697K Sell
7,599
-201
-3% -$18.7K 0.21% 45
2024
Q3 		$747K Sell
7,800
-938
-11% -$88.7K 0.23% 44
2024
Q2 		$802K Sell
8,738
-15,508
-64% -$1.41M 0.27% 44
2024
Q1 		$2.24M Buy
24,246
+1,576
+7% +$146K 0.78% 27
2023
Q4 		$2.13M Buy
22,670
+1,518
+7% +$136K 0.79% 28
2023
Q3 		$1.88M Sell
21,152
-16,088
-43% -$1.47M 0.78% 29
2023
Q2 		$3.47M Buy
37,240
+707
+2% +$66.5K 1.48% 20
2023
Q1 		$3.46M Buy
36,533
+1,470
+4% +$139K 1.54% 19
2022
Q4 		$3.25M Sell
35,063
-746
-2% -$68.8K 1.63% 18
2022
Q3 		$3.28M Buy
35,809
+1,005
+3% +$97.4K 1.84% 18
2022
Q2 		$3.39M Sell
34,804
-949
-3% -$93.1K 1.91% 18
2022
Q1 		$3.64M Sell
35,753
-382
-1% -$39.9K 1.75% 18
2021
Q4 		$3.88M Sell
36,135
-1,329
-4% -$143K 1.77% 18
2021
Q3 		$4.05M Sell
37,464
-766
-2% -$83.1K 2.01% 16
2021
Q2 		$4.14M Sell
38,230
-7,688
-17% -$834K 2.02% 16
2021
Q1 		$4.98M Buy
45,918
+2,144
+5% +$235K 1.38% 20
2020
Q4 		$4.82M Buy
+43,774
New +$4.82M 1.45% 20
2016
Q2 		– Sell
-1,211
Closed -$133K – 251
2016
Q1 		$133K Sell
1,211
-5,404
-82% -$589K 0.23% 55
2015
Q4 		$713K Hold
6,615
– – 0.68% 27
2015
Q3 		$725K Buy
6,615
+6,543
+9,088% +$714K 1.21% 13
2015
Q2 		$8K Sell
72
-50
-41% -$5.48K 0.01% 247
2015
Q1 		$13K Sell
122
-2,711
-96% -$298K 0.01% 238
2014
Q4 		$310K Buy
+2,833
New +$309K 0.28% 44

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 $374B AUM 17.66% 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

US Financial Advisors's MBB Position: Q1 2025 in Review

US Financial Advisors increased its iShares MBS ETF (MBB) stake by 10% in Q1 2025, buying an estimated $73.5K and bringing the position to 8,394 shares worth $787K. The position accounts for 0.23% of the portfolio, ranked #46.

US Financial Advisors first reported a position in MBB in Q4 2014 and has held it in 24 quarters since. The position peaked at $4.98M in Q1 2021. 932 funds tracked by Wall St. Rank hold MBB as of Q1 2025.

  • US Financial Advisors held 8,394 shares of iShares MBS ETF worth $787K as of Q1 2025.
  • US Financial Advisors bought 795 iShares MBS ETF shares in Q1 2025, an estimated $73.5K.
  • iShares MBS ETF made up 0.23% of US Financial Advisors's portfolio in Q1 2025, its #46 holding.
  • US Financial Advisors first reported a position in iShares MBS ETF in Q4 2014 and has held it in 24 quarters since.
  • US Financial Advisors's iShares MBS ETF position peaked at $4.98M in Q1 2021.
  • 932 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.