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Choate Investment Advisors’s iShares MBS ETF MBB Stock Holding History

Choate Investment 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 		– Sell
-26
Closed -$2.44K – 465
2025
Q2 		$2.44K Buy
+26
New +$2.41K ﹤0.01% 474
2024
Q1 		– Sell
-4,807
Closed -$452K – 420
2023
Q4 		$452K Buy
4,807
+22
+0.5% +$1.97K 0.01% 260
2023
Q3 		$425K Buy
+4,785
New +$437K 0.02% 254
2020
Q4 		– Sell
-2,003
Closed -$221K – 293
2020
Q3 		$221K Buy
+2,003
New +$221K 0.01% 231

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

Choate Investment Advisors's MBB Position: Q3 2025 in Review

Choate Investment Advisors sold out of iShares MBS ETF (MBB) in Q3 2025, closing a stake of 26 shares — an estimated $2.44K sold.

Choate Investment Advisors first reported a position in MBB in Q3 2020 and held it in 4 quarters. The position peaked at $452K in Q4 2023. 933 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

  • Choate Investment Advisors reported no remaining iShares MBS ETF position as of Q3 2025 after selling out during the quarter.
  • Choate Investment Advisors sold 26 iShares MBS ETF shares in Q3 2025, an estimated $2.44K.
  • Choate Investment Advisors first reported a position in iShares MBS ETF in Q3 2020 and held it in 4 quarters.
  • Choate Investment Advisors's iShares MBS ETF position peaked at $452K in Q4 2023.
  • 933 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.