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Abich Financial Wealth Management’s iShares MBS ETF MBB Stock Holding History

Abich Financial Wealth Management’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
Q3 		$585K Buy
+6,149
New +$578K 0.21% 27
2024
Q3 		$32.1K Sell
335
-958
-74% -$90.5K 0.07% 122
2024
Q2 		$119K Buy
1,293
+256
+25% +$23.3K 0.08% 85
2024
Q1 		$95.8K Sell
1,037
-438
-30% -$40.5K 0.07% 86
2023
Q4 		$139K Buy
+1,475
New +$132K 0.13% 25

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 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Abich Financial Wealth Management's MBB Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares MBS ETF (MBB) in Q3 2025: 6,149 shares worth $585K. The stake represents 0.21% of the portfolio and ranks #27 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in MBB as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in MBB in Q4 2023 and has held it in 5 quarters since. 930 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

  • Abich Financial Wealth Management held 6,149 shares of iShares MBS ETF worth $585K as of Q3 2025.
  • iShares MBS ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • iShares MBS ETF made up 0.21% of Abich Financial Wealth Management's portfolio in Q3 2025, its #27 holding.
  • Abich Financial Wealth Management first reported a position in iShares MBS ETF in Q4 2023 and has held it in 5 quarters since.
  • 930 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.