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Glass Jacobson Investment Advisors’s iShares MBS ETF MBB Stock Holding History

Glass Jacobson Investment 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
Q2 		– Sell
-70
Closed -$6.42K – 719
2025
Q1 		$6.42K Hold
70
– – ﹤0.01% 647
2024
Q4 		$6.42K Buy
70
+54
+338% +$5.03K ﹤0.01% 647
2024
Q3 		$1.53K Buy
16
+8
+100% +$756 ﹤0.01% 697
2024
Q2 		$735 Buy
+8
New +$729 ﹤0.01% 714

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Glass Jacobson Investment Advisors's MBB Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of iShares MBS ETF (MBB) in Q2 2025, closing a stake of 70 shares — an estimated $6.42K sold.

Glass Jacobson Investment Advisors first reported a position in MBB in Q2 2024 and held it in 4 quarters. The position peaked at $6.42K in Q1 2025. 936 funds tracked by Wall St. Rank hold MBB as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining iShares MBS ETF position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 70 iShares MBS ETF shares in Q2 2025, an estimated $6.42K.
  • Glass Jacobson Investment Advisors first reported a position in iShares MBS ETF in Q2 2024 and held it in 4 quarters.
  • Glass Jacobson Investment Advisors's iShares MBS ETF position peaked at $6.42K in Q1 2025.
  • 936 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.