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

Forefront 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
Q4 		– Sell
-71,706
Closed -$6.82M – 174
2025
Q3 		$6.82M Buy
+71,706
New +$6.74M 1.72% 15

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

Forefront Wealth Partners's MBB Position: Q4 2025 in Review

Forefront Wealth Partners sold out of iShares MBS ETF (MBB) in Q4 2025, closing a stake of 71,706 shares — an estimated $6.82M sold.

Forefront Wealth Partners first reported a position in MBB in Q3 2025 and held it in 1 quarter. The position peaked at $6.82M in Q3 2025. 1,018 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

  • Forefront Wealth Partners reported no remaining iShares MBS ETF position as of Q4 2025 after selling out during the quarter.
  • Forefront Wealth Partners sold 71,706 iShares MBS ETF shares in Q4 2025, an estimated $6.82M.
  • Forefront Wealth Partners first reported a position in iShares MBS ETF in Q3 2025 and held it in 1 quarter.
  • Forefront Wealth Partners's iShares MBS ETF position peaked at $6.82M in Q3 2025.
  • 1,018 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on Forefront Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.