West Paces Advisors’s iShares MBS ETF MBB Stock Holding History

West Paces 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 Q2	–	Sell	-28	Closed	-$2.63K	–	410
2025 Q1	$2.63K	Buy	+28	New	+$2.59K	﹤0.01%	418
2023 Q3	–	Sell	-12	Closed	-$1.12K	–	550
2023 Q2	$1.12K	Hold	12	–	–	﹤0.01%	487
2023 Q1	$1.14K	Hold	12	–	–	﹤0.01%	497
2022 Q4	$1.11K	Buy	+12	New	+$1.11K	﹤0.01%	467
2022 Q2	–	Sell	-4,250	Closed	-$433K	–	595
2022 Q1	$433K	Buy	+4,250	New	+$444K	0.14%	91
2019 Q1	–	Sell	-320	Closed	-$33.5K	–	479
2018 Q4	$33.5K	Hold	320	–	–	0.03%	204
2018 Q3	$33.1K	Hold	320	–	–	0.02%	215
2018 Q2	$33.3K	Buy	+320	New	+$33.2K	0.02%	212

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

West Paces Advisors's MBB Position: Q2 2025 in Review

West Paces Advisors sold out of iShares MBS ETF (MBB) in Q2 2025, closing a stake of 28 shares — an estimated $2.63K sold.

West Paces Advisors first reported a position in MBB in Q2 2018 and held it in 8 quarters. The position peaked at $433K in Q1 2022. 936 funds tracked by Wall St. Rank hold MBB as of Q2 2025.

West Paces Advisors reported no remaining iShares MBS ETF position as of Q2 2025 after selling out during the quarter.
West Paces Advisors sold 28 iShares MBS ETF shares in Q2 2025, an estimated $2.63K.
West Paces Advisors first reported a position in iShares MBS ETF in Q2 2018 and held it in 8 quarters.
West Paces Advisors's iShares MBS ETF position peaked at $433K in Q1 2022.
936 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2025.

Based on West Paces Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.