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Cooksen Wealth’s iShares MBS ETF MBB Stock Holding History

Cooksen Wealth’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
-40
Closed -$3.76K – 67
2025
Q2 		$3.76K Sell
40
-58
-59% -$5.38K ﹤0.01% 82
2025
Q1 		$9.06K Buy
+98
New +$9.06K 0.01% 85
2024
Q1 		– Sell
-98
Closed -$9.22K – 73
2023
Q4 		$9.22K Buy
+98
New +$8.79K 0.01% 81

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
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Cooksen Wealth's MBB Position: Q3 2025 in Review

Cooksen Wealth sold out of iShares MBS ETF (MBB) in Q3 2025, closing a stake of 40 shares — an estimated $3.76K sold.

Cooksen Wealth first reported a position in MBB in Q4 2023 and held it in 3 quarters. The position peaked at $9.22K in Q4 2023. 929 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

  • Cooksen Wealth reported no remaining iShares MBS ETF position as of Q3 2025 after selling out during the quarter.
  • Cooksen Wealth sold 40 iShares MBS ETF shares in Q3 2025, an estimated $3.76K.
  • Cooksen Wealth first reported a position in iShares MBS ETF in Q4 2023 and held it in 3 quarters.
  • Cooksen Wealth's iShares MBS ETF position peaked at $9.22K in Q4 2023.
  • 929 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on Cooksen Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.