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Beirne Wealth Consulting Services’s iShares MBS ETF MBB Stock Holding History

Beirne Wealth Consulting Services’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
-3,945
Closed -$375K – 180
2025
Q3 		$375K Buy
+3,945
New +$371K 0.09% 130
2024
Q1 		– Sell
-4,583
Closed -$431K – 131
2023
Q4 		$431K Buy
+4,583
New +$411K 0.21% 82
2021
Q1 		– Sell
-2,844
Closed -$313K – 146
2020
Q4 		$313K Sell
2,844
-216
-7% -$23.8K 0.15% 103
2020
Q3 		$338K Buy
+3,060
New +$338K 0.2% 87

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
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

Beirne Wealth Consulting Services's MBB Position: Q4 2025 in Review

Beirne Wealth Consulting Services sold out of iShares MBS ETF (MBB) in Q4 2025, closing a stake of 3,945 shares — an estimated $375K sold.

Beirne Wealth Consulting Services first reported a position in MBB in Q3 2020 and held it in 4 quarters. The position peaked at $431K in Q4 2023. 1,024 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

  • Beirne Wealth Consulting Services reported no remaining iShares MBS ETF position as of Q4 2025 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 3,945 iShares MBS ETF shares in Q4 2025, an estimated $375K.
  • Beirne Wealth Consulting Services first reported a position in iShares MBS ETF in Q3 2020 and held it in 4 quarters.
  • Beirne Wealth Consulting Services's iShares MBS ETF position peaked at $431K in Q4 2023.
  • 1,024 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2025, filed 29 Jan 2026.