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Bramshill Investments’s iShares MBS ETF MBB Stock Holding History

Bramshill Investments’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
-2,223
Closed -$209K – 162
2025
Q2 		$209K Sell
2,223
-780
-26% -$72.3K 0.02% 146
2025
Q1 		$282K Buy
+3,003
New +$278K 0.03% 129
2024
Q3 		– Sell
-319
Closed -$29.3K – 164
2024
Q2 		$29.3K Buy
+319
New +$29.1K ﹤0.01% 162
2024
Q1 		– Sell
-1,160
Closed -$109K – 173
2023
Q4 		$109K Sell
1,160
-523
-31% -$46.9K 0.01% 140
2023
Q3 		$149K Buy
1,683
+66
+4% +$6.03K 0.02% 92
2023
Q2 		$151K Buy
1,617
+81
+5% +$7.62K 0.01% 114
2023
Q1 		$146K Buy
1,536
+337
+28% +$31.8K 0.02% 119
2022
Q4 		$111K Buy
1,199
+131
+12% +$12.1K 0.01% 124
2022
Q3 		$98K Buy
1,068
+659
+161% +$63.9K 0.01% 124
2022
Q2 		$40K Buy
+409
New +$40.1K ﹤0.01% 126
2019
Q1 		– Sell
-670
Closed -$70K – 150
2018
Q4 		$70K Buy
+670
New +$68.9K 0.01% 111

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 22.9% 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
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

Bramshill Investments's MBB Position: Q3 2025 in Review

Bramshill Investments sold out of iShares MBS ETF (MBB) in Q3 2025, closing a stake of 2,223 shares — an estimated $209K sold.

Bramshill Investments first reported a position in MBB in Q4 2018 and held it in 11 quarters. The position peaked at $282K in Q1 2025. 933 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

  • Bramshill Investments reported no remaining iShares MBS ETF position as of Q3 2025 after selling out during the quarter.
  • Bramshill Investments sold 2,223 iShares MBS ETF shares in Q3 2025, an estimated $209K.
  • Bramshill Investments first reported a position in iShares MBS ETF in Q4 2018 and held it in 11 quarters.
  • Bramshill Investments's iShares MBS ETF position peaked at $282K in Q1 2025.
  • 933 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on Bramshill Investments's 13F filing for Q3 2025, filed 14 Nov 2025.