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Fortis Advisors’s iShares MBS ETF MBB Stock Holding History

Fortis Advisors’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
-2,225
Closed -$212K – 130
2025
Q3 		$212K Buy
+2,225
New +$209K 0.12% 118
2023
Q2 		– Sell
-1,414
Closed -$134K – 180
2023
Q1 		$134K Buy
1,414
+576
+69% +$54.4K 0.09% 101
2022
Q4 		$77.7K Buy
838
+569
+212% +$52.5K 0.06% 136
2022
Q3 		$25K Buy
269
+1
+0.4% +$97 0.02% 169
2022
Q2 		$26K Buy
268
+2
+0.8% +$196 0.02% 184
2022
Q1 		$27K Sell
266
-35
-12% -$3.65K 0.01% 205
2021
Q4 		$32K Sell
301
-192
-39% -$20.7K 0.02% 177
2021
Q3 		$53K Buy
493
+192
+64% +$20.8K 0.03% 172
2021
Q2 		$33K Buy
301
+148
+97% +$16K 0.02% 191
2021
Q1 		$17K Buy
+153
New +$16.8K 0.01% 181
2020
Q2 		– Sell
-409
Closed -$45K – 258
2020
Q1 		$45K Buy
+409
New +$44.5K 0.03% 186

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

Fortis Advisors's MBB Position: Q4 2025 in Review

Fortis Advisors sold out of iShares MBS ETF (MBB) in Q4 2025, closing a stake of 2,225 shares — an estimated $212K sold.

Fortis Advisors first reported a position in MBB in Q1 2020 and held it in 11 quarters. The position peaked at $212K in Q3 2025. 1,018 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

  • Fortis Advisors reported no remaining iShares MBS ETF position as of Q4 2025 after selling out during the quarter.
  • Fortis Advisors sold 2,225 iShares MBS ETF shares in Q4 2025, an estimated $212K.
  • Fortis Advisors first reported a position in iShares MBS ETF in Q1 2020 and held it in 11 quarters.
  • Fortis Advisors's iShares MBS ETF position peaked at $212K in Q3 2025.
  • 1,018 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on Fortis Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.