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FSC Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

FSC Wealth 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
-9,492
Closed -$903K – 55
2025
Q3 		$903K Buy
9,492
+933
+11% +$87.6K 0.52% 35
2025
Q2 		$804K Buy
8,559
+107
+1% +$9.91K 0.51% 34
2025
Q1 		$793K Buy
8,452
+2,762
+49% +$255K 0.52% 32
2024
Q4 		$522K Buy
5,690
+419
+8% +$39K 0.34% 45
2024
Q3 		$505K Buy
5,271
+491
+10% +$46.4K 0.36% 44
2024
Q2 		$439K Buy
4,780
+1,228
+35% +$112K 0.32% 40
2024
Q1 		$328K Buy
3,552
+1,401
+65% +$130K 0.23% 42
2023
Q4 		$202K Buy
2,151
+365
+20% +$32.7K 0.15% 48
2023
Q3 		$159K Buy
1,786
+610
+52% +$55.8K 0.16% 34
2023
Q2 		$110K Buy
1,176
+274
+30% +$25.8K 0.1% 42
2023
Q1 		$85.4K Buy
902
+390
+76% +$36.8K 0.14% 41
2022
Q4 		$47.5K Sell
512
-51
-9% -$4.7K 0.08% 54
2022
Q3 		$52K Sell
563
-1,023
-65% -$99.2K 0.5% 37
2022
Q2 		$155K Buy
1,586
+34
+2% +$3.33K 1.37% 18
2022
Q1 		$158K Sell
1,552
-50
-3% -$5.22K 0.15% 30
2021
Q4 		$172K Buy
+1,602
New +$172K 0.12% 37

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

FSC Wealth Advisors's MBB Position: Q4 2025 in Review

FSC Wealth Advisors sold out of iShares MBS ETF (MBB) in Q4 2025, closing a stake of 9,492 shares — an estimated $903K sold.

FSC Wealth Advisors first reported a position in MBB in Q4 2021 and held it in 16 quarters. The position peaked at $903K in Q3 2025. 1,022 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

  • FSC Wealth Advisors reported no remaining iShares MBS ETF position as of Q4 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 9,492 iShares MBS ETF shares in Q4 2025, an estimated $903K.
  • FSC Wealth Advisors first reported a position in iShares MBS ETF in Q4 2021 and held it in 16 quarters.
  • FSC Wealth Advisors's iShares MBS ETF position peaked at $903K in Q3 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on FSC Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.