Heritage Wealth Partners’s iShares MBS ETF MBB Stock Holding History

Heritage Wealth Partners’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 Q1	$216K	Buy	+2,307	New	+$213K	0.33%	59

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Heritage Wealth Partners's MBB Position: Q1 2025 in Review

Heritage Wealth Partners opened a new position in iShares MBS ETF (MBB) in Q1 2025: 2,307 shares worth $216K. The stake represents 0.33% of the portfolio and ranks #59 among its holdings.

936 funds tracked by Wall St. Rank hold MBB as of Q1 2025.

Heritage Wealth Partners held 2,307 shares of iShares MBS ETF worth $216K as of Q1 2025.
iShares MBS ETF was a new Heritage Wealth Partners position in Q1 2025.
iShares MBS ETF made up 0.33% of Heritage Wealth Partners's portfolio in Q1 2025, its #59 holding.
936 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.