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Legacy Private Trust’s iShares MBS ETF MBB Stock Holding History

Legacy Private Trust’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 		– Sell
-3,285
Closed -$313K – 265
2025
Q3 		$313K Hold
3,285
– – 0.02% 226
2025
Q2 		$308K Hold
3,285
– – 0.02% 216
2025
Q1 		$308K Hold
3,285
– – 0.02% 213
2024
Q4 		$301K Hold
3,285
– – 0.02% 211
2024
Q3 		$315K Hold
3,285
– – 0.02% 206
2024
Q2 		$302K Hold
3,285
– – 0.02% 202
2024
Q1 		$304K Buy
+3,285
New +$304K 0.02% 203

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

Legacy Private Trust's MBB Position: Q4 2025 in Review

Legacy Private Trust sold out of iShares MBS ETF (MBB) in Q4 2025, closing a stake of 3,285 shares — an estimated $313K sold.

Legacy Private Trust first reported a position in MBB in Q1 2024 and held it in 7 quarters. The position peaked at $315K in Q3 2024. 1,022 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

  • Legacy Private Trust reported no remaining iShares MBS ETF position as of Q4 2025 after selling out during the quarter.
  • Legacy Private Trust sold 3,285 iShares MBS ETF shares in Q4 2025, an estimated $313K.
  • Legacy Private Trust first reported a position in iShares MBS ETF in Q1 2024 and held it in 7 quarters.
  • Legacy Private Trust's iShares MBS ETF position peaked at $315K in Q3 2024.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on Legacy Private Trust's 13F filing for Q4 2025, filed 8 Jan 2026.