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Laird Norton Wetherby Wealth Management’s iShares MBS ETF MBB Stock Holding History

Laird Norton Wetherby 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
Q3 		$577K Buy
6,059
+23
+0.4% +$2.16K 0.02% 529
2025
Q2 		$567K Buy
+6,036
New +$559K 0.03% 523
2024
Q4 		$619K Buy
6,748
+27
+0.4% +$2.51K 0.03% 466
2024
Q3 		$644K Buy
6,721
+361
+6% +$34.1K 0.03% 477
2024
Q2 		$584K Buy
6,360
+300
+5% +$27.3K 0.03% 497
2024
Q1 		$560K Buy
+6,060
New +$561K 0.03% 528
2021
Q2 		– Sell
-8,929
Closed -$968K – 940
2021
Q1 		$968K Sell
8,929
-2,997
-25% -$328K 0.07% 260
2020
Q4 		$1.31M Buy
11,926
+5
+0% +$551 0.09% 216
2020
Q3 		$1.32M Buy
11,921
+4
+0% +$442 0.12% 167
2020
Q2 		$1.32M Buy
11,917
+6
+0.1% +$664 0.13% 155
2020
Q1 		$1.31M Buy
11,911
+4
+0% +$435 0.15% 138
2019
Q4 		$1.29M Buy
11,907
+6
+0.1% +$648 0.13% 175
2019
Q3 		$1.29M Buy
11,901
+7
+0.1% +$755 0.13% 172
2019
Q2 		$1.28M Buy
+11,894
New +$1.27M 0.14% 162

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's MBB Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its iShares MBS ETF (MBB) stake by 0.38% in Q3 2025, buying an estimated $2.16K and bringing the position to 6,059 shares worth $577K. The position accounts for 0.02% of the portfolio, ranked #529.

Laird Norton Wetherby Wealth Management first reported a position in MBB in Q2 2019 and has held it in 14 quarters since. The position peaked at $1.32M in Q2 2020. 933 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 6,059 shares of iShares MBS ETF worth $577K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 23 iShares MBS ETF shares in Q3 2025, an estimated $2.16K.
  • iShares MBS ETF made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #529 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in iShares MBS ETF in Q2 2019 and has held it in 14 quarters since.
  • Laird Norton Wetherby Wealth Management's iShares MBS ETF position peaked at $1.32M in Q2 2020.
  • 933 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.