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Capital A Wealth Management’s iShares MBS ETF MBB Stock Holding History

Capital A 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 		$2.54K Sell
27
-914
-97% -$84.7K 0.03% 297
2025
Q1 		$88.2K Sell
941
-2,514
-73% -$233K 0.09% 111
2024
Q4 		$317K Buy
+3,455
New +$322K 0.53% 43

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

Capital A Wealth Management's MBB Position: Q2 2025 in Review

Capital A Wealth Management reduced its iShares MBS ETF (MBB) stake by 97% in Q2 2025, selling an estimated $84.7K and leaving 27 shares worth $2.54K. The position accounts for 0.03% of the portfolio, ranked #297.

Capital A Wealth Management first reported a position in MBB in Q4 2024 and has held it in 3 quarters since. The position peaked at $317K in Q4 2024. 936 funds tracked by Wall St. Rank hold MBB as of Q2 2025.

  • Capital A Wealth Management held 27 shares of iShares MBS ETF worth $2.54K as of Q2 2025.
  • Capital A Wealth Management sold 914 iShares MBS ETF shares in Q2 2025, an estimated $84.7K.
  • iShares MBS ETF made up 0.03% of Capital A Wealth Management's portfolio in Q2 2025, its #297 holding.
  • Capital A Wealth Management first reported a position in iShares MBS ETF in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's iShares MBS ETF position peaked at $317K in Q4 2024.
  • 936 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.