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Ironwood Investment Counsel’s iShares MBS ETF MBB Stock Holding History

Ironwood Investment Counsel’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
Q3 		– Sell
-2,189
Closed -$206K – 269
2025
Q2 		$206K Buy
+2,189
New +$203K 0.03% 246
2024
Q1 		– Sell
-2,354
Closed -$221K – 261
2023
Q4 		$221K Sell
2,354
-400
-15% -$35.9K 0.04% 233
2023
Q3 		$464K Buy
+2,754
New +$252K 0.1% 163

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 $424B AUM 22.94% 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
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Ironwood Investment Counsel's MBB Position: Q3 2025 in Review

Ironwood Investment Counsel sold out of iShares MBS ETF (MBB) in Q3 2025, closing a stake of 2,189 shares — an estimated $206K sold.

Ironwood Investment Counsel first reported a position in MBB in Q3 2023 and held it in 3 quarters. The position peaked at $464K in Q3 2023. 930 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

  • Ironwood Investment Counsel reported no remaining iShares MBS ETF position as of Q3 2025 after selling out during the quarter.
  • Ironwood Investment Counsel sold 2,189 iShares MBS ETF shares in Q3 2025, an estimated $206K.
  • Ironwood Investment Counsel first reported a position in iShares MBS ETF in Q3 2023 and held it in 3 quarters.
  • Ironwood Investment Counsel's iShares MBS ETF position peaked at $464K in Q3 2023.
  • 930 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on Ironwood Investment Counsel's 13F filing for Q3 2025, filed 5 Nov 2025.