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HBW Advisory Services’s iShares MBS ETF MBB Stock Holding History

HBW Advisory Services’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
-2,133
Closed -$203K – 438
2025
Q3 		$203K Sell
2,133
-218
-9% -$20.5K 0.02% 400
2025
Q2 		$221K Buy
2,351
+53
+2% +$4.91K 0.03% 376
2025
Q1 		$215K Sell
2,298
-678
-23% -$62.7K 0.03% 359
2024
Q4 		$273K Buy
2,976
+606
+26% +$56.4K 0.03% 289
2024
Q3 		$227K Sell
2,370
-45
-2% -$4.25K 0.03% 327
2024
Q2 		$222K Sell
2,415
-671
-22% -$61.1K 0.04% 307
2024
Q1 		$290K Hold
3,086
– – 0.05% 239
2023
Q4 		$290K Buy
3,086
+419
+16% +$37.6K 0.05% 239
2023
Q3 		$237K Sell
2,667
-3,124
-54% -$286K 0.05% 243
2023
Q2 		$540K Buy
5,791
+2,015
+53% +$190K 0.12% 173
2023
Q1 		$358K Sell
3,776
-110
-3% -$10.4K 0.09% 189
2022
Q4 		$360K Buy
3,886
+43
+1% +$3.97K 0.09% 190
2022
Q3 		$352K Buy
3,843
+20
+0.5% +$1.94K 0.1% 175
2022
Q2 		$373K Buy
3,823
+71
+2% +$6.96K 0.1% 170
2022
Q1 		$382K Buy
3,752
+170
+5% +$17.7K 0.13% 158
2021
Q4 		$385K Buy
3,582
+30
+0.8% +$3.23K 0.09% 184
2021
Q3 		$384K Buy
3,552
+105
+3% +$11.4K 0.1% 184
2021
Q2 		$373K Sell
3,447
-450
-12% -$48.8K 0.1% 175
2021
Q1 		$423K Buy
3,897
+235
+6% +$25.7K 0.11% 157
2020
Q4 		$403K Buy
3,662
+1,155
+46% +$127K 0.12% 140
2020
Q3 		$277K Buy
+2,507
New +$277K 0.11% 150

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

HBW Advisory Services's MBB Position: Q4 2025 in Review

HBW Advisory Services sold out of iShares MBS ETF (MBB) in Q4 2025, closing a stake of 2,133 shares — an estimated $203K sold.

HBW Advisory Services first reported a position in MBB in Q3 2020 and held it in 21 quarters. The position peaked at $540K in Q2 2023. 1,022 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

  • HBW Advisory Services reported no remaining iShares MBS ETF position as of Q4 2025 after selling out during the quarter.
  • HBW Advisory Services sold 2,133 iShares MBS ETF shares in Q4 2025, an estimated $203K.
  • HBW Advisory Services first reported a position in iShares MBS ETF in Q3 2020 and held it in 21 quarters.
  • HBW Advisory Services's iShares MBS ETF position peaked at $540K in Q2 2023.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on HBW Advisory Services's 13F filing for Q4 2025, filed 23 Jan 2026.