ZB
MBB icon

Zions Bancorporation’s iShares MBS ETF MBB Stock Holding History

Zions Bancorporation’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 		$71.8K Sell
783
-1,272
-62% -$118K ﹤0.01% 395
2024
Q3 		$197K Hold
2,055
– – 0.01% 325
2024
Q2 		$189K Buy
+2,055
New +$187K 0.02% 327
2022
Q2 		– Sell
-625
Closed -$64K – 1122
2022
Q1 		$64K Buy
+625
New +$65.2K 0.01% 475

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 $377B AUM 19.32% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Zions Bancorporation's MBB Position: Q4 2024 in Review

Zions Bancorporation reduced its iShares MBS ETF (MBB) stake by 62% in Q4 2024, selling an estimated $118K and leaving 783 shares worth $71.8K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Zions Bancorporation first reported a position in MBB in Q1 2022 and has held it in 4 quarters since. The position peaked at $197K in Q3 2024. 923 funds tracked by Wall St. Rank hold MBB as of Q4 2024.

  • Zions Bancorporation held 783 shares of iShares MBS ETF worth $71.8K as of Q4 2024.
  • Zions Bancorporation sold 1,272 iShares MBS ETF shares in Q4 2024, an estimated $118K.
  • iShares MBS ETF made up ﹤0.01% of Zions Bancorporation's portfolio in Q4 2024, its #395 holding.
  • Zions Bancorporation first reported a position in iShares MBS ETF in Q1 2022 and has held it in 4 quarters since.
  • Zions Bancorporation's iShares MBS ETF position peaked at $197K in Q3 2024.
  • 923 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.