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

Congress 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 		$6.38M Buy
67,938
+15,495
+30% +$1.44M 0.06% 340
2025
Q1 		$4.92M Sell
52,443
-506,359
-91% -$46.8M 0.06% 334
2024
Q4 		$51.2M Buy
558,802
+499,269
+839% +$46.5M 0.7% 26
2024
Q3 		$5.7M Buy
59,533
+450
+0.8% +$42.5K 0.08% 277
2024
Q2 		$5.42M Buy
59,083
+698
+1% +$63.6K 0.09% 241
2024
Q1 		$5.4M Buy
58,385
+344
+0.6% +$31.8K 0.09% 219
2023
Q4 		$5.46M Sell
58,041
-781
-1% -$70K 0.1% 214
2023
Q3 		$5.22M Buy
58,822
+2,532
+4% +$231K 0.11% 209
2023
Q2 		$5.25M Sell
56,290
-1,568
-3% -$147K 0.12% 185
2023
Q1 		$5.48M Buy
57,858
+589
+1% +$55.6K 0.13% 179
2022
Q4 		$5.31M Buy
57,269
+4,265
+8% +$393K 0.14% 180
2022
Q3 		$4.86M Sell
53,004
-434
-0.8% -$42.1K 0.13% 184
2022
Q2 		$5.21M Buy
53,438
+3,135
+6% +$307K 0.13% 178
2022
Q1 		$5.12M Sell
50,303
-22,244
-31% -$2.32M 0.11% 203
2021
Q4 		$7.79M Buy
+72,547
New +$7.81M 0.16% 176

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 22.96% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Congress Wealth Management increased its iShares MBS ETF (MBB) stake by 30% in Q2 2025, buying an estimated $1.44M and bringing the position to 67,938 shares worth $6.38M. The position accounts for 0.06% of the portfolio, ranked #340.

Congress Wealth Management first reported a position in MBB in Q4 2021 and has held it in 15 quarters since. The position peaked at $51.2M in Q4 2024. 941 funds tracked by Wall St. Rank hold MBB as of Q2 2025.

  • Congress Wealth Management held 67,938 shares of iShares MBS ETF worth $6.38M as of Q2 2025.
  • Congress Wealth Management bought 15,495 iShares MBS ETF shares in Q2 2025, an estimated $1.44M.
  • iShares MBS ETF made up 0.06% of Congress Wealth Management's portfolio in Q2 2025, its #340 holding.
  • Congress Wealth Management first reported a position in iShares MBS ETF in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's iShares MBS ETF position peaked at $51.2M in Q4 2024.
  • 941 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2025.

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