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Journey Strategic Wealth’s iShares MBS ETF MBB Stock Holding History

Journey Strategic Wealth’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 		– Sell
-75,803
Closed -$6.95M – 530
2024
Q4 		$6.95M Buy
75,803
+5,007
+7% +$466K 0.26% 27
2024
Q3 		$6.78M Buy
70,796
+17,853
+34% +$1.69M 0.25% 24
2024
Q2 		$4.86M Buy
52,943
+3,453
+7% +$314K 0.21% 27
2024
Q1 		$4.57M Buy
49,490
+7,563
+18% +$700K 0.2% 24
2023
Q4 		$3.94M Buy
41,927
+665
+2% +$59.6K 0.19% 24
2023
Q3 		$3.66M Buy
41,262
+2,593
+7% +$237K 0.17% 23
2023
Q2 		$3.61M Buy
38,669
+2,458
+7% +$231K 0.16% 24
2023
Q1 		$3.43M Buy
+36,211
New +$3.42M 0.36% 21

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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Journey Strategic Wealth's MBB Position: Q1 2025 in Review

Journey Strategic Wealth sold out of iShares MBS ETF (MBB) in Q1 2025, closing a stake of 75,803 shares — an estimated $6.95M sold.

Journey Strategic Wealth first reported a position in MBB in Q1 2023 and held it in 8 quarters. The position peaked at $6.95M in Q4 2024. 932 funds tracked by Wall St. Rank hold MBB as of Q1 2025.

  • Journey Strategic Wealth reported no remaining iShares MBS ETF position as of Q1 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 75,803 iShares MBS ETF shares in Q1 2025, an estimated $6.95M.
  • Journey Strategic Wealth first reported a position in iShares MBS ETF in Q1 2023 and held it in 8 quarters.
  • Journey Strategic Wealth's iShares MBS ETF position peaked at $6.95M in Q4 2024.
  • 932 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2025.

Based on Journey Strategic Wealth's 13F filing for Q1 2025, filed 6 May 2025.