Kathleen S. Wright Associates’s iShares MBS ETF MBB Stock Holding History

Kathleen S. Wright Associates’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	–	Sell	-34	Closed	-$3.19K	–	251
2025 Q1	$3.19K	Hold	34	–	–	﹤0.01%	239
2024 Q4	$3.12K	Hold	34	–	–	﹤0.01%	242
2024 Q3	$3.26K	Hold	34	–	–	﹤0.01%	273
2024 Q2	$3.12K	Sell	34 -3	-8%	-$273	﹤0.01%	211
2024 Q1	$3.42K	Hold	37	–	–	﹤0.01%	208
2023 Q4	$3.48K	Sell	37 -138	-79%	-$12.4K	﹤0.01%	179
2023 Q3	$15.5K	Hold	175	–	–	0.01%	144
2023 Q2	$16.3K	Sell	175 -1,120	-86%	-$105K	0.01%	128
2023 Q1	$123K	Hold	1,295	–	–	0.08%	88
2022 Q4	$120K	Hold	1,295	–	–	0.08%	96
2022 Q3	$119K	Buy	1,295 +1,261	+3,709%	+$122K	0.1%	93
2022 Q2	$3K	Sell	34 -132	-80%	-$12.9K	﹤0.01%	138
2022 Q1	$17K	Buy	+166	New	+$17.3K	0.01%	126

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

Kathleen S. Wright Associates's MBB Position: Q2 2025 in Review

Kathleen S. Wright Associates sold out of iShares MBS ETF (MBB) in Q2 2025, closing a stake of 34 shares — an estimated $3.19K sold.

Kathleen S. Wright Associates first reported a position in MBB in Q1 2022 and held it in 13 quarters. The position peaked at $123K in Q1 2023. 936 funds tracked by Wall St. Rank hold MBB as of Q2 2025.

Kathleen S. Wright Associates reported no remaining iShares MBS ETF position as of Q2 2025 after selling out during the quarter.
Kathleen S. Wright Associates sold 34 iShares MBS ETF shares in Q2 2025, an estimated $3.19K.
Kathleen S. Wright Associates first reported a position in iShares MBS ETF in Q1 2022 and held it in 13 quarters.
Kathleen S. Wright Associates's iShares MBS ETF position peaked at $123K in Q1 2023.
936 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q2 2025, filed 31 Jul 2025.