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

Greenwich 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
Q4 		– Sell
-10,908
Closed -$1.04M – 295
2025
Q3 		$1.04M Buy
10,908
+1,059
+11% +$99.5K 0.05% 143
2025
Q2 		$925K Buy
9,849
+5,028
+104% +$466K 0.04% 134
2025
Q1 		$452K Buy
+4,821
New +$446K 0.03% 170
2022
Q1 		– Sell
-2,071
Closed -$222K – 246
2021
Q4 		$222K Buy
2,071
+29
+1% +$3.12K 0.02% 219
2021
Q3 		$221K Sell
2,042
-40
-2% -$4.34K 0.02% 219
2021
Q2 		$225K Buy
2,082
+96
+5% +$10.4K 0.02% 205
2021
Q1 		$215K Buy
1,986
+37
+2% +$4.05K 0.02% 186
2020
Q4 		$215K Buy
1,949
+121
+7% +$13.3K 0.02% 180
2020
Q3 		$202K Hold
1,828
– – 0.04% 178
2020
Q2 		$202K Buy
+1,828
New +$202K 0.04% 173

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

Greenwich Wealth Management's MBB Position: Q4 2025 in Review

Greenwich Wealth Management sold out of iShares MBS ETF (MBB) in Q4 2025, closing a stake of 10,908 shares — an estimated $1.04M sold.

Greenwich Wealth Management first reported a position in MBB in Q2 2020 and held it in 10 quarters. The position peaked at $1.04M in Q3 2025. 1,022 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

  • Greenwich Wealth Management reported no remaining iShares MBS ETF position as of Q4 2025 after selling out during the quarter.
  • Greenwich Wealth Management sold 10,908 iShares MBS ETF shares in Q4 2025, an estimated $1.04M.
  • Greenwich Wealth Management first reported a position in iShares MBS ETF in Q2 2020 and held it in 10 quarters.
  • Greenwich Wealth Management's iShares MBS ETF position peaked at $1.04M in Q3 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on Greenwich Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.