Iron Horse Wealth Management’s iShares MBS ETF MBB Stock Holding History

Iron Horse 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 Q2	$970	Sell	10 -94	-90%	-$8.71K	﹤0.01%	518
2025 Q1	$9.78K	Buy	104 +94	+940%	+$8.69K	﹤0.01%	277
2024 Q4	$946	Hold	10	–	–	﹤0.01%	434
2024 Q3	$988	Hold	10	–	–	﹤0.01%	440
2024 Q2	$947	Hold	10	–	–	﹤0.01%	418
2024 Q1	$953	Hold	10	–	–	﹤0.01%	410
2023 Q4	$941	Hold	10	–	–	﹤0.01%	431
2023 Q3	$888	Buy	+10	New	+$914	﹤0.01%	438
2023 Q2	–	Sell	-35	Closed	-$3.32K	–	335
2023 Q1	$3.32K	Buy	+35	New	+$3.31K	﹤0.01%	225

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Iron Horse Wealth Management's MBB Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its iShares MBS ETF (MBB) stake by 90% in Q2 2025, selling an estimated $8.71K and leaving 10 shares worth $970. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Iron Horse Wealth Management first reported a position in MBB in Q1 2023 and has held it in 9 quarters since. The position peaked at $9.78K in Q1 2025. 936 funds tracked by Wall St. Rank hold MBB as of Q2 2025.

Iron Horse Wealth Management held 10 shares of iShares MBS ETF worth $970 as of Q2 2025.
Iron Horse Wealth Management sold 94 iShares MBS ETF shares in Q2 2025, an estimated $8.71K.
iShares MBS ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #518 holding.
Iron Horse Wealth Management first reported a position in iShares MBS ETF in Q1 2023 and has held it in 9 quarters since.
Iron Horse Wealth Management's iShares MBS ETF position peaked at $9.78K in Q1 2025.
936 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.