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

Empirical 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
-5,406
Closed -$514K – 945
2025
Q3 		$514K Buy
+5,406
New +$508K 0.01% 468
2022
Q3 		– Sell
-2,175
Closed -$212K – 479
2022
Q2 		$212K Buy
+2,175
New +$213K 0.01% 431
2020
Q1 		– Sell
-3,229
Closed -$349K – 346
2019
Q4 		$349K Buy
+3,229
New +$349K 0.04% 234
2019
Q2 		– Sell
-2,045
Closed -$218K – 270
2019
Q1 		$218K Buy
+2,045
New +$215K 0.03% 222

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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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 $83.7B AUM 27.22% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

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

Empirical Wealth Management sold out of iShares MBS ETF (MBB) in Q4 2025, closing a stake of 5,406 shares — an estimated $514K sold.

Empirical Wealth Management first reported a position in MBB in Q1 2019 and held it in 4 quarters. The position peaked at $514K in Q3 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

  • Empirical Wealth Management reported no remaining iShares MBS ETF position as of Q4 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 5,406 iShares MBS ETF shares in Q4 2025, an estimated $514K.
  • Empirical Wealth Management first reported a position in iShares MBS ETF in Q1 2019 and held it in 4 quarters.
  • Empirical Wealth Management's iShares MBS ETF position peaked at $514K in Q3 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on Empirical Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.