Bellwether Advisors’s iShares MBS ETF MBB Stock Holding History

Bellwether Advisors’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	-208	Closed	-$19.5K	–	387
2025 Q2	$19.5K	Hold	208	–	–	﹤0.01%	303
2025 Q1	$19.5K	Hold	208	–	–	﹤0.01%	274
2024 Q4	$19.1K	Buy	+208	New	+$19.4K	﹤0.01%	289
2023 Q2	–	Sell	-289	Closed	-$27.4K	–	294
2023 Q1	$27.4K	Sell	289 -30	-9%	-$2.83K	0.01%	224
2022 Q4	$29.6K	Hold	319	–	–	0.01%	220
2022 Q3	$29K	Hold	319	–	–	0.01%	195
2022 Q2	$31K	Hold	319	–	–	0.01%	192
2022 Q1	$32K	Hold	319	–	–	0.01%	218
2021 Q4	$34K	Sell	319 -5,143	-94%	-$554K	0.01%	224
2021 Q3	$590K	Hold	5,462	–	–	0.2%	86
2021 Q2	$591K	Hold	5,462	–	–	0.2%	90
2021 Q1	$592K	Hold	5,462	–	–	0.23%	72
2020 Q4	$601K	Buy	+5,462	New	+$601K	0.26%	61

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 22.96% 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

Bellwether Advisors's MBB Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares MBS ETF (MBB) in Q3 2025, closing a stake of 208 shares — an estimated $19.5K sold.

Bellwether Advisors first reported a position in MBB in Q4 2020 and held it in 13 quarters. The position peaked at $601K in Q4 2020. 933 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

Bellwether Advisors reported no remaining iShares MBS ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 208 iShares MBS ETF shares in Q3 2025, an estimated $19.5K.
Bellwether Advisors first reported a position in iShares MBS ETF in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's iShares MBS ETF position peaked at $601K in Q4 2020.
933 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.