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Financial Advocates Investment Management’s iShares MBS ETF MBB Stock Holding History

Financial Advocates Investment 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
Q3 		$1.44M Sell
15,174
-150,499
-91% -$14.1M 0.81% 37
2025
Q2 		$15.6M Buy
165,673
+11,536
+7% +$1.07M 1.27% 13
2025
Q1 		$14.5M Buy
154,137
+25,203
+20% +$2.33M 1.01% 16
2024
Q4 		$11.8M Buy
128,934
+27,734
+27% +$2.58M 0.67% 28
2024
Q3 		$9.66M Sell
101,200
-2,540
-2% -$240K 0.55% 41
2024
Q2 		$9.52M Buy
103,740
+7,474
+8% +$681K 0.59% 33
2024
Q1 		$8.9M Buy
96,266
+829
+0.9% +$76.7K 0.52% 42
2023
Q4 		$8.98M Buy
95,437
+2,039
+2% +$183K 0.59% 32
2023
Q3 		$8.39M Buy
93,398
+10,234
+12% +$935K 0.6% 32
2023
Q2 		$7.28M Buy
83,164
+25,863
+45% +$2.43M 0.52% 43
2023
Q1 		$5.43M Buy
57,301
+29,036
+103% +$2.74M 0.39% 57
2022
Q4 		$2.62M Buy
28,265
+24,070
+574% +$2.22M 0.2% 130
2022
Q3 		$377K Sell
4,195
-11,582
-73% -$1.12M 0.03% 486
2022
Q2 		$1.54M Buy
15,777
+7,405
+88% +$726K 0.12% 200
2022
Q1 		$852K Buy
8,372
+5,759
+220% +$601K 0.06% 328
2021
Q4 		$282K Sell
2,613
-520
-17% -$56K 0.02% 647
2021
Q3 		$341K Sell
3,133
-6,455
-67% -$700K 0.02% 578
2021
Q2 		$1.04M Buy
9,588
+1,905
+25% +$207K 0.07% 311
2021
Q1 		$833K Buy
7,683
+5,491
+251% +$601K 0.06% 365
2020
Q4 		$245K Buy
+2,192
New +$241K 0.02% 619
2020
Q3 		– Sell
-37,700
Closed -$2.35M – 670
2020
Q2 		$2.35M Buy
37,700
+21,821
+137% +$2.42M 0.22% 110
2020
Q1 		$1.75M Buy
15,879
+2,151
+16% +$234K 0.25% 107
2019
Q4 		$1.48M Buy
13,728
+6,173
+82% +$667K 0.16% 151
2019
Q3 		$819K Buy
7,555
+2,442
+48% +$264K 0.09% 215
2019
Q2 		$550K Buy
5,113
+2,948
+136% +$314K 0.06% 273
2019
Q1 		$230K Sell
2,165
-594
-22% -$62.5K 0.03% 411
2018
Q4 		$289K Sell
2,759
-38
-1% -$3.91K 0.04% 344
2018
Q3 		$289K Sell
2,797
-461
-14% -$47.8K 0.03% 403
2018
Q2 		$339K Sell
3,258
-349
-10% -$36.2K 0.04% 344
2018
Q1 		$377K Sell
3,607
-4,994
-58% -$524K 0.05% 315
2017
Q4 		$917K Buy
+8,601
New +$918K 0.13% 173

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 $424B AUM 22.96% 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 $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 $421M AUM 4.08% 1-Year Est. Return

Financial Advocates Investment Management's MBB Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its iShares MBS ETF (MBB) stake by 91% in Q3 2025, selling an estimated $14.1M and leaving 15,174 shares worth $1.44M. The position accounts for 0.81% of the portfolio, ranked #37.

Financial Advocates Investment Management first reported a position in MBB in Q4 2017 and has held it in 31 quarters since. The position peaked at $15.6M in Q2 2025. 930 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

  • Financial Advocates Investment Management held 15,174 shares of iShares MBS ETF worth $1.44M as of Q3 2025.
  • Financial Advocates Investment Management sold 150,499 iShares MBS ETF shares in Q3 2025, an estimated $14.1M.
  • iShares MBS ETF made up 0.81% of Financial Advocates Investment Management's portfolio in Q3 2025, its #37 holding.
  • Financial Advocates Investment Management first reported a position in iShares MBS ETF in Q4 2017 and has held it in 31 quarters since.
  • Financial Advocates Investment Management's iShares MBS ETF position peaked at $15.6M in Q2 2025.
  • 930 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.