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Atria Wealth Solutions’s iShares MBS ETF MBB Stock Holding History

Atria Wealth Solutions’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 		$19M Sell
202,581
-108,744
-35% -$10.1M 0.43% 42
2025
Q1 		$29.2M Sell
311,325
-33,553
-10% -$3.1M 0.35% 52
2024
Q4 		$31.6M Buy
344,878
+33,049
+11% +$3.08M 0.35% 54
2024
Q3 		$29.9M Buy
311,829
+8,415
+3% +$795K 0.32% 54
2024
Q2 		$27.9M Sell
303,414
-11,364
-4% -$1.04M 0.31% 55
2024
Q1 		$29.1M Buy
314,778
+2,149
+0.7% +$199K 0.33% 52
2023
Q4 		$29.4M Buy
312,629
+3,320
+1% +$298K 0.37% 47
2023
Q3 		$27.5M Sell
309,309
-40,394
-12% -$3.69M 0.38% 48
2023
Q2 		$32.6M Buy
349,703
+17,356
+5% +$1.63M 0.45% 35
2023
Q1 		$31.5M Buy
332,347
+74,479
+29% +$7.03M 0.47% 35
2022
Q4 		$23.9M Buy
257,868
+153,383
+147% +$14.1M 0.38% 52
2022
Q3 		$9.57M Buy
104,485
+8,860
+9% +$859K 0.17% 134
2022
Q2 		$9.32M Sell
95,625
-667
-0.7% -$65.4K 0.17% 129
2022
Q1 		$9.81M Buy
+96,292
New +$10M 0.16% 129

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.69B AUM 19.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Atria Wealth Solutions's MBB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares MBS ETF (MBB) stake by 35% in Q2 2025, selling an estimated $10.1M and leaving 202,581 shares worth $19M. The position accounts for 0.43% of the portfolio, ranked #42.

Atria Wealth Solutions first reported a position in MBB in Q1 2022 and has held it in 14 quarters since. The position peaked at $32.6M in Q2 2023. 941 funds tracked by Wall St. Rank hold MBB as of Q2 2025.

  • Atria Wealth Solutions held 202,581 shares of iShares MBS ETF worth $19M as of Q2 2025.
  • Atria Wealth Solutions sold 108,744 iShares MBS ETF shares in Q2 2025, an estimated $10.1M.
  • iShares MBS ETF made up 0.43% of Atria Wealth Solutions's portfolio in Q2 2025, its #42 holding.
  • Atria Wealth Solutions first reported a position in iShares MBS ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares MBS ETF position peaked at $32.6M in Q2 2023.
  • 941 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.