Bulltick Wealth Management’s iShares MBS ETF MBB Stock Holding History

Bulltick Wealth 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 Q2	–	Sell	-2,172	Closed	-$204K	–	133
2025 Q1	$204K	Buy	+2,172	New	+$201K	0.05%	116
2024 Q4	–	Sell	-2,172	Closed	-$208K	–	132
2024 Q3	$208K	Buy	+2,172	New	+$205K	0.05%	108
2024 Q2	–	Sell	-2,172	Closed	-$201K	–	109
2024 Q1	$201K	Sell	2,172 -341	-14%	-$31.5K	0.03%	101
2023 Q4	$236K	Sell	2,513 -2,071	-45%	-$186K	0.05%	99
2023 Q3	$407K	Buy	4,584 +1,248	+37%	+$114K	0.1%	92
2023 Q2	$311K	Buy	3,336 +773	+30%	+$72.7K	0.07%	106
2023 Q1	$243K	Sell	2,563 -156	-6%	-$14.7K	0.06%	114
2022 Q4	$252K	Hold	2,719	–	–	0.07%	113
2022 Q3	$249K	Hold	2,719	–	–	0.07%	106
2022 Q2	$265K	Hold	2,719	–	–	0.07%	105
2022 Q1	$277K	Sell	2,719 -1,096	-29%	-$114K	0.06%	113
2021 Q4	$410K	Buy	3,815 +670	+21%	+$72.1K	0.08%	94
2021 Q3	$340K	Buy	3,145 +188	+6%	+$20.4K	0.08%	98
2021 Q2	$320K	Buy	+2,957	New	+$321K	0.07%	98

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bulltick Wealth Management's MBB Position: Q2 2025 in Review

Bulltick Wealth Management sold out of iShares MBS ETF (MBB) in Q2 2025, closing a stake of 2,172 shares — an estimated $204K sold.

Bulltick Wealth Management first reported a position in MBB in Q2 2021 and held it in 14 quarters. The position peaked at $410K in Q4 2021. 936 funds tracked by Wall St. Rank hold MBB as of Q2 2025.

Bulltick Wealth Management reported no remaining iShares MBS ETF position as of Q2 2025 after selling out during the quarter.
Bulltick Wealth Management sold 2,172 iShares MBS ETF shares in Q2 2025, an estimated $204K.
Bulltick Wealth Management first reported a position in iShares MBS ETF in Q2 2021 and held it in 14 quarters.
Bulltick Wealth Management's iShares MBS ETF position peaked at $410K in Q4 2021.
936 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2025.

Based on Bulltick Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.