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Bear Mountain Capital’s iShares MBS ETF MBB Stock Holding History

Bear Mountain Capital’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
Q4 		– Sell
-4
Closed -$384 – 268
2025
Q3 		$384 Buy
+4
New +$376 ﹤0.01% 217

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Envestnet Asset Management
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TIAA Trust, National Association
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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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

Bear Mountain Capital's MBB Position: Q4 2025 in Review

Bear Mountain Capital sold out of iShares MBS ETF (MBB) in Q4 2025, closing a stake of 4 shares — an estimated $384 sold.

Bear Mountain Capital first reported a position in MBB in Q3 2025 and held it in 1 quarter. The position peaked at $384 in Q3 2025. 1,020 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

  • Bear Mountain Capital reported no remaining iShares MBS ETF position as of Q4 2025 after selling out during the quarter.
  • Bear Mountain Capital sold 4 iShares MBS ETF shares in Q4 2025, an estimated $384.
  • Bear Mountain Capital first reported a position in iShares MBS ETF in Q3 2025 and held it in 1 quarter.
  • Bear Mountain Capital's iShares MBS ETF position peaked at $384 in Q3 2025.
  • 1,020 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on Bear Mountain Capital's 13F filing for Q4 2025, filed 22 Jan 2026.