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

FSA 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
Q3 		$5.71K Hold
60
– – ﹤0.01% 383
2025
Q2 		$5.63K Hold
60
– – ﹤0.01% 367
2025
Q1 		$5.63K Sell
60
-38
-39% -$3.52K ﹤0.01% 342
2024
Q4 		$8.98K Hold
98
– – ﹤0.01% 309
2024
Q3 		$9.39K Buy
+98
New +$9.26K ﹤0.01% 313
2024
Q1 		$9.06K Hold
98
– – ﹤0.01% 337
2023
Q4 		$9K Buy
+98
New +$8.79K ﹤0.01% 335

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

FSA Wealth Management's MBB Position: Q3 2025 in Review

FSA Wealth Management held its iShares MBS ETF (MBB) position steady in Q3 2025 at 60 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

FSA Wealth Management first reported a position in MBB in Q4 2023 and has held it in 7 quarters since. The position peaked at $9.39K in Q3 2024. 929 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

  • FSA Wealth Management held 60 shares of iShares MBS ETF worth $5.71K as of Q3 2025.
  • FSA Wealth Management left its iShares MBS ETF share count unchanged in Q3 2025.
  • iShares MBS ETF made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #383 holding.
  • FSA Wealth Management first reported a position in iShares MBS ETF in Q4 2023 and has held it in 7 quarters since.
  • FSA Wealth Management's iShares MBS ETF position peaked at $9.39K in Q3 2024.
  • 929 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.