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

Certus 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
Q3 		$292K Sell
3,068
-296
-9% -$27.8K 0.17% 52
2025
Q2 		$316K Sell
3,364
-2
-0.1% -$185 0.2% 49
2025
Q1 		$310K Sell
3,366
-758
-18% -$70.1K 0.21% 46
2024
Q4 		$380K Buy
4,124
+312
+8% +$29.1K 0.25% 45
2024
Q3 		$365K Buy
+3,812
New +$360K 0.25% 44

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 $424B AUM 22.94% 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 $336B AUM 34.66% 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

Certus Wealth Management's MBB Position: Q3 2025 in Review

Certus Wealth Management reduced its iShares MBS ETF (MBB) stake by 8.8% in Q3 2025, selling an estimated $27.8K and leaving 3,068 shares worth $292K. The position accounts for 0.17% of the portfolio, ranked #52.

Certus Wealth Management first reported a position in MBB in Q3 2024 and has held it in 5 quarters since. The position peaked at $380K in Q4 2024. 930 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

  • Certus Wealth Management held 3,068 shares of iShares MBS ETF worth $292K as of Q3 2025.
  • Certus Wealth Management sold 296 iShares MBS ETF shares in Q3 2025, an estimated $27.8K.
  • iShares MBS ETF made up 0.17% of Certus Wealth Management's portfolio in Q3 2025, its #52 holding.
  • Certus Wealth Management first reported a position in iShares MBS ETF in Q3 2024 and has held it in 5 quarters since.
  • Certus Wealth Management's iShares MBS ETF position peaked at $380K in Q4 2024.
  • 930 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.