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Core Wealth Partners’s iShares MBS ETF MBB Stock Holding History

Core Wealth Partners’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
Q1 		– Sell
-4,356
Closed -$399K – 176
2024
Q4 		$399K Sell
4,356
-453
-9% -$42.2K 0.23% 96
2024
Q3 		$461K Buy
4,809
+1,372
+40% +$130K 0.28% 81
2024
Q2 		$316K Buy
3,437
+425
+14% +$38.7K 0.22% 95
2024
Q1 		$278K Buy
+3,012
New +$279K 0.21% 96

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
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Core Wealth Partners's MBB Position: Q1 2025 in Review

Core Wealth Partners sold out of iShares MBS ETF (MBB) in Q1 2025, closing a stake of 4,356 shares — an estimated $399K sold.

Core Wealth Partners first reported a position in MBB in Q1 2024 and held it in 4 quarters. The position peaked at $461K in Q3 2024. 931 funds tracked by Wall St. Rank hold MBB as of Q1 2025.

  • Core Wealth Partners reported no remaining iShares MBS ETF position as of Q1 2025 after selling out during the quarter.
  • Core Wealth Partners sold 4,356 iShares MBS ETF shares in Q1 2025, an estimated $399K.
  • Core Wealth Partners first reported a position in iShares MBS ETF in Q1 2024 and held it in 4 quarters.
  • Core Wealth Partners's iShares MBS ETF position peaked at $461K in Q3 2024.
  • 931 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2025.

Based on Core Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.