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Bristlecone Advisors’s iShares MBS ETF MBB Stock Holding History

Bristlecone 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 		$3.85M Buy
40,475
+8,592
+27% +$807K 0.32% 65
2025
Q2 		$2.99M Buy
31,883
+9,855
+45% +$913K 0.25% 77
2025
Q1 		$2.07M Buy
22,028
+5,320
+32% +$492K 0.17% 105
2024
Q4 		$1.53M Buy
16,708
+8,387
+101% +$781K 0.12% 122
2024
Q3 		$797K Buy
8,321
+4,884
+142% +$462K 0.06% 152
2024
Q2 		$316K Buy
3,437
+467
+16% +$42.5K 0.03% 225
2024
Q1 		$274K Buy
2,970
+123
+4% +$11.4K 0.02% 240
2023
Q4 		$268K Buy
2,847
+405
+17% +$36.3K 0.03% 242
2023
Q3 		$217K Buy
+2,442
New +$223K 0.02% 248
2023
Q2 		– Sell
-29
Closed -$2.75K – 312
2023
Q1 		$2.75K Buy
+29
New +$2.74K ﹤0.01% 346

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Bristlecone Advisors's MBB Position: Q3 2025 in Review

Bristlecone Advisors increased its iShares MBS ETF (MBB) stake by 27% in Q3 2025, buying an estimated $807K and bringing the position to 40,475 shares worth $3.85M. The position accounts for 0.32% of the portfolio, ranked #65.

Bristlecone Advisors first reported a position in MBB in Q1 2023 and has held it in 10 quarters since. 929 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

  • Bristlecone Advisors held 40,475 shares of iShares MBS ETF worth $3.85M as of Q3 2025.
  • Bristlecone Advisors bought 8,592 iShares MBS ETF shares in Q3 2025, an estimated $807K.
  • iShares MBS ETF made up 0.32% of Bristlecone Advisors's portfolio in Q3 2025, its #65 holding.
  • Bristlecone Advisors first reported a position in iShares MBS ETF in Q1 2023 and has held it in 10 quarters since.
  • 929 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.