EWM
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Edge Wealth Management’s iShares MBS ETF MBB Stock Holding History

Edge 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
Q4 		– Sell
-80,590
Closed -$7.67M – 85
2025
Q3 		$7.67M Sell
80,590
-1,094
-1% -$103K 1.36% 26
2025
Q2 		$7.67M Sell
81,684
-3,039
-4% -$282K 1.48% 26
2025
Q1 		$7.95M Sell
84,723
-1,784
-2% -$165K 1.61% 24
2024
Q4 		$7.93M Buy
86,507
+7,422
+9% +$691K 1.61% 23
2024
Q3 		$7.58M Buy
79,085
+5,294
+7% +$500K 1.52% 24
2024
Q2 		$6.77M Sell
73,791
-1,835
-2% -$167K 1.43% 24
2024
Q1 		$6.99M Buy
75,626
+8,499
+13% +$786K 1.47% 25
2023
Q4 		$6.32M Buy
67,127
+6,542
+11% +$587K 1.38% 26
2023
Q3 		$5.38M Buy
60,585
+9,330
+18% +$853K 1.26% 26
2023
Q2 		$4.78M Buy
+51,255
New +$4.82M 1.04% 25
2020
Q3 		– Sell
-15,727
Closed -$1.74M – 552
2020
Q2 		$1.74M Buy
15,727
+15,135
+2,557% +$1.68M 0.33% 53
2020
Q1 		$65K Buy
+592
New +$64.4K 0.01% 212

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Edge Wealth Management's MBB Position: Q4 2025 in Review

Edge Wealth Management sold out of iShares MBS ETF (MBB) in Q4 2025, closing a stake of 80,590 shares — an estimated $7.67M sold.

Edge Wealth Management first reported a position in MBB in Q1 2020 and held it in 12 quarters. The position peaked at $7.95M in Q1 2025. 1,018 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

  • Edge Wealth Management reported no remaining iShares MBS ETF position as of Q4 2025 after selling out during the quarter.
  • Edge Wealth Management sold 80,590 iShares MBS ETF shares in Q4 2025, an estimated $7.67M.
  • Edge Wealth Management first reported a position in iShares MBS ETF in Q1 2020 and held it in 12 quarters.
  • Edge Wealth Management's iShares MBS ETF position peaked at $7.95M in Q1 2025.
  • 1,018 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on Edge Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.