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West Coast Financial’s iShares MBS ETF MBB Stock Holding History

West Coast 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
Q2 		– Sell
-330,498
Closed -$31M – 92
2025
Q1 		$31M Buy
330,498
+20,523
+7% +$1.9M 3.54% 6
2024
Q4 		$28.4M Buy
309,975
+23,752
+8% +$2.21M 3.13% 6
2024
Q3 		$27.4M Buy
286,223
+16,367
+6% +$1.55M 3.02% 6
2024
Q2 		$24.8M Buy
269,856
+34,089
+14% +$3.1M 2.94% 6
2024
Q1 		$21.8M Buy
235,767
+37,179
+19% +$3.44M 2.64% 7
2023
Q4 		$18.7M Buy
198,588
+23,690
+14% +$2.12M 2.45% 7
2023
Q3 		$15.5M Buy
174,898
+23,673
+16% +$2.16M 2.32% 7
2023
Q2 		$14.1M Buy
151,225
+61
+0% +$5.74K 1.99% 8
2023
Q1 		$14.3M Buy
151,164
+9,563
+7% +$903K 2.19% 8
2022
Q4 		$13.1M Sell
141,601
-17,361
-11% -$1.6M 2.23% 8
2022
Q3 		$14.6M Buy
158,962
+8,241
+5% +$799K 2.68% 6
2022
Q2 		$14.7M Buy
150,721
+4,779
+3% +$469K 2.61% 7
2022
Q1 		$14.9M Buy
145,942
+19,157
+15% +$2M 2.28% 6
2021
Q4 		$13.6M Buy
126,785
+46,410
+58% +$5M 1.95% 9
2021
Q3 		$8.69M Buy
80,375
+45,072
+128% +$4.89M 1.4% 20
2021
Q2 		$3.82M Buy
+35,303
New +$3.83M 0.62% 46

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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

West Coast Financial's MBB Position: Q2 2025 in Review

West Coast Financial sold out of iShares MBS ETF (MBB) in Q2 2025, closing a stake of 330,498 shares — an estimated $31M sold.

West Coast Financial first reported a position in MBB in Q2 2021 and held it in 16 quarters. The position peaked at $31M in Q1 2025. 937 funds tracked by Wall St. Rank hold MBB as of Q2 2025.

  • West Coast Financial reported no remaining iShares MBS ETF position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 330,498 iShares MBS ETF shares in Q2 2025, an estimated $31M.
  • West Coast Financial first reported a position in iShares MBS ETF in Q2 2021 and held it in 16 quarters.
  • West Coast Financial's iShares MBS ETF position peaked at $31M in Q1 2025.
  • 937 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.