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MLG Wealth Management DBA Pine Grove Financial Group’s iShares MBS ETF MBB Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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 		$12.5M Buy
+131,619
New +$12.6M 1.51% 22

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

MLG Wealth Management DBA Pine Grove Financial Group's MBB Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares MBS ETF (MBB) in Q4 2025: 131,619 shares worth $12.5M. The stake represents 1.51% of the portfolio and ranks #22 among its holdings.

1,022 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 131,619 shares of iShares MBS ETF worth $12.5M as of Q4 2025.
  • iShares MBS ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares MBS ETF made up 1.51% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #22 holding.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.