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Waters Parkerson & Co’s iShares MBS ETF MBB Stock Holding History

Waters Parkerson & Co’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 		– Sell
-3,000
Closed -$287K – 187
2024
Q3 		$287K Buy
+3,000
New +$284K 0.01% 163
2020
Q4 		– Sell
-3,800
Closed -$420K – 175
2020
Q3 		$420K Buy
+3,800
New +$420K 0.03% 117

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

Waters Parkerson & Co's MBB Position: Q4 2024 in Review

Waters Parkerson & Co sold out of iShares MBS ETF (MBB) in Q4 2024, closing a stake of 3,000 shares — an estimated $287K sold.

Waters Parkerson & Co first reported a position in MBB in Q3 2020 and held it in 2 quarters. The position peaked at $420K in Q3 2020. 922 funds tracked by Wall St. Rank hold MBB as of Q4 2024.

  • Waters Parkerson & Co reported no remaining iShares MBS ETF position as of Q4 2024 after selling out during the quarter.
  • Waters Parkerson & Co sold 3,000 iShares MBS ETF shares in Q4 2024, an estimated $287K.
  • Waters Parkerson & Co first reported a position in iShares MBS ETF in Q3 2020 and held it in 2 quarters.
  • Waters Parkerson & Co's iShares MBS ETF position peaked at $420K in Q3 2020.
  • 922 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2024.

Based on Waters Parkerson & Co's 13F filing for Q4 2024, filed 14 Feb 2025.