Beaumont Capital Management’s iShares MBS ETF MBB Stock Holding History

Beaumont Capital 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	–	Sell	-12,256	Closed	-$1.15M	–	51
2025 Q2	$1.15M	Buy	12,256 +9,193	+300%	+$852K	0.79%	36
2025 Q1	$287K	Sell	3,063 -18	-0.6%	-$1.67K	0.21%	55
2024 Q4	$282K	Buy	3,081 +692	+29%	+$64.4K	0.22%	44
2024 Q3	$229K	Buy	+2,389	New	+$226K	0.17%	46
2023 Q4	–	Sell	-4,451	Closed	-$395K	–	48
2023 Q3	$395K	Buy	4,451 +303	+7%	+$27.7K	0.28%	35
2023 Q2	$387K	Buy	+4,148	New	+$390K	0.27%	37
2022 Q4	–	Sell	-2,257	Closed	-$207K	–	49
2022 Q3	$207K	Buy	+2,257	New	+$219K	0.21%	35

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

Beaumont Capital Management's MBB Position: Q3 2025 in Review

Beaumont Capital Management sold out of iShares MBS ETF (MBB) in Q3 2025, closing a stake of 12,256 shares — an estimated $1.15M sold.

Beaumont Capital Management first reported a position in MBB in Q3 2022 and held it in 7 quarters. The position peaked at $1.15M in Q2 2025. 933 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

Beaumont Capital Management reported no remaining iShares MBS ETF position as of Q3 2025 after selling out during the quarter.
Beaumont Capital Management sold 12,256 iShares MBS ETF shares in Q3 2025, an estimated $1.15M.
Beaumont Capital Management first reported a position in iShares MBS ETF in Q3 2022 and held it in 7 quarters.
Beaumont Capital Management's iShares MBS ETF position peaked at $1.15M in Q2 2025.
933 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on Beaumont Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.