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Freedom Investment Management’s iShares MBS ETF MBB Stock Holding History

Freedom 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 		– Sell
-10,506
Closed -$986K – 456
2025
Q2 		$986K Buy
10,506
+1,367
+15% +$127K 0.08% 253
2025
Q1 		$857K Buy
9,139
+2,800
+44% +$259K 0.07% 283
2024
Q4 		$581K Buy
6,339
+1,097
+21% +$102K 0.05% 379
2024
Q3 		$502K Buy
5,242
+1,486
+40% +$140K 0.04% 439
2024
Q2 		$345K Sell
3,756
-2,528
-40% -$230K 0.03% 540
2024
Q1 		$581K Sell
6,284
-4,163
-40% -$385K 0.05% 404
2023
Q4 		$983K Buy
10,447
+3,372
+48% +$302K 0.08% 255
2023
Q3 		$628K Buy
7,075
+191
+3% +$17.5K 0.08% 316
2023
Q2 		$642K Sell
6,884
-2,161
-24% -$203K 0.07% 337
2023
Q1 		$857K Sell
9,045
-9,130
-50% -$862K 0.1% 272
2022
Q4 		$1.69M Buy
18,175
+281
+2% +$25.9K 0.19% 137
2022
Q3 		$1.64M Buy
+17,894
New +$1.73M 0.19% 130
2021
Q2 		– Sell
-7,771
Closed -$842K – 897
2021
Q1 		$842K Buy
7,771
+580
+8% +$63.5K 0.07% 354
2020
Q4 		$792K Buy
7,191
+1,345
+23% +$148K 0.09% 229
2020
Q3 		$645K Buy
5,846
+976
+20% +$108K 0.07% 241
2020
Q2 		$539K Buy
4,870
+1,033
+27% +$114K 0.06% 254
2020
Q1 		$417K Buy
3,837
+6
+0.2% +$653 0.04% 390
2019
Q4 		$414K Sell
3,831
-64
-2% -$6.91K 0.04% 385
2019
Q3 		$422K Sell
3,895
-16
-0.4% -$1.73K 0.04% 402
2019
Q2 		$421K Sell
3,911
-87
-2% -$9.26K 0.04% 405
2019
Q1 		$425K Sell
3,998
-2,106
-35% -$221K 0.03% 419
2018
Q4 		$639K Sell
6,104
-106
-2% -$10.9K 0.05% 364
2018
Q3 		$644K Sell
6,210
-432
-7% -$44.8K 0.04% 441
2018
Q2 		$692K Buy
6,642
+101
+2% +$10.5K 0.04% 431
2018
Q1 		$684K Buy
6,541
+834
+15% +$87.5K 0.03% 506
2017
Q4 		$608K Buy
5,707
+501
+10% +$53.5K 0.03% 542
2017
Q3 		$558K Buy
5,206
+101
+2% +$10.8K 0.03% 544
2017
Q2 		$545K Sell
5,105
-206
-4% -$22K 0.03% 533
2017
Q1 		$566K Sell
5,311
-14,687
-73% -$1.56M 0.03% 506
2016
Q4 		$2.13M Sell
19,998
-15,992
-44% -$1.73M 0.13% 88
2016
Q3 		$3.96M Buy
35,990
+3,572
+11% +$393K 0.25% 40
2016
Q2 		$3.56M Buy
32,418
+5,811
+22% +$636K 0.24% 36
2016
Q1 		$2.91M Buy
26,607
+2,788
+12% +$304K 0.21% 46
2015
Q4 		$2.56M Sell
23,819
-25,130
-51% -$2.73M 0.19% 60
2015
Q3 		$1.37M Buy
48,949
+36,872
+305% +$4.02M 0.14% 106
2015
Q2 		$1.31M Sell
12,077
-144
-1% -$15.8K 0.13% 113
2015
Q1 		$1.35M Buy
12,221
+5,393
+79% +$593K 0.15% 97
2014
Q4 		$746K Buy
6,828
+794
+13% +$86.7K 0.1% 189
2014
Q3 		$652K Buy
6,034
+2,422
+67% +$261K 0.12% 175
2014
Q2 		$391K Buy
3,612
+1,601
+80% +$172K 0.07% 278
2014
Q1 		$213K Sell
2,011
-611
-23% -$64.8K 0.05% 391
2013
Q4 		$274K Sell
2,622
-6,014
-70% -$635K 0.07% 297
2013
Q3 		$915K Sell
8,636
-22,682
-72% -$2.37M 0.26% 62
2013
Q2 		$3.3M Buy
+31,318
New +$3.35M 1.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $406M AUM 2.74% 1-Year Est. Return

Freedom Investment Management's MBB Position: Q3 2025 in Review

Freedom Investment Management sold out of iShares MBS ETF (MBB) in Q3 2025, closing a stake of 10,506 shares — an estimated $986K sold.

Freedom Investment Management first reported a position in MBB in Q2 2013 and held it in 44 quarters. The position peaked at $3.96M in Q3 2016. 929 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

  • Freedom Investment Management reported no remaining iShares MBS ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 10,506 iShares MBS ETF shares in Q3 2025, an estimated $986K.
  • Freedom Investment Management first reported a position in iShares MBS ETF in Q2 2013 and held it in 44 quarters.
  • Freedom Investment Management's iShares MBS ETF position peaked at $3.96M in Q3 2016.
  • 929 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.