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FullCircle Wealth’s iShares MBS ETF MBB Stock Holding History

FullCircle Wealth’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 		$1.51M Buy
15,866
+947
+6% +$89K 0.53% 58
2025
Q2 		$1.4M Buy
14,919
+1,351
+10% +$125K 0.52% 54
2025
Q1 		$1.27M Sell
13,568
-1,581
-10% -$146K 0.52% 55
2024
Q4 		$1.39M Buy
15,149
+480
+3% +$44.7K 0.57% 52
2024
Q3 		$1.36M Buy
14,669
+1,223
+9% +$116K 0.61% 49
2024
Q2 		$1.24M Buy
+13,446
New +$1.22M 0.61% 50

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

FullCircle Wealth's MBB Position: Q3 2025 in Review

FullCircle Wealth increased its iShares MBS ETF (MBB) stake by 6.3% in Q3 2025, buying an estimated $89K and bringing the position to 15,866 shares worth $1.51M. The position accounts for 0.53% of the portfolio, ranked #58.

FullCircle Wealth first reported a position in MBB in Q2 2024 and has held it in 6 quarters since. 929 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

  • FullCircle Wealth held 15,866 shares of iShares MBS ETF worth $1.51M as of Q3 2025.
  • FullCircle Wealth bought 947 iShares MBS ETF shares in Q3 2025, an estimated $89K.
  • iShares MBS ETF made up 0.53% of FullCircle Wealth's portfolio in Q3 2025, its #58 holding.
  • FullCircle Wealth first reported a position in iShares MBS ETF in Q2 2024 and has held it in 6 quarters since.
  • 929 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.