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Cornerstone Advisors Asset Management’s iShares MBS ETF MBB Stock Holding History

Cornerstone Advisors Asset 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 		– Sell
-7,396
Closed -$694K – 122
2025
Q1 		$694K Buy
+7,396
New +$684K 0.14% 72

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

Cornerstone Advisors Asset Management's MBB Position: Q2 2025 in Review

Cornerstone Advisors Asset Management sold out of iShares MBS ETF (MBB) in Q2 2025, closing a stake of 7,396 shares — an estimated $694K sold.

Cornerstone Advisors Asset Management first reported a position in MBB in Q1 2025 and held it in 1 quarter. The position peaked at $694K in Q1 2025. 942 funds tracked by Wall St. Rank hold MBB as of Q2 2025.

  • Cornerstone Advisors Asset Management reported no remaining iShares MBS ETF position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Advisors Asset Management sold 7,396 iShares MBS ETF shares in Q2 2025, an estimated $694K.
  • Cornerstone Advisors Asset Management first reported a position in iShares MBS ETF in Q1 2025 and held it in 1 quarter.
  • Cornerstone Advisors Asset Management's iShares MBS ETF position peaked at $694K in Q1 2025.
  • 942 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2025.

Based on Cornerstone Advisors Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.