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Lindenwold Advisors’s iShares MBS ETF MBB Stock Holding History

Lindenwold Advisors’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 		$6.74M Buy
70,870
+3,087
+5% +$290K 3.19% 7
2025
Q2 		$6.36M Buy
67,783
+7,238
+12% +$671K 3.31% 5
2025
Q1 		$5.68M Buy
60,545
+3,345
+6% +$309K 3.16% 5
2024
Q4 		$5.24M Buy
57,200
+2,327
+4% +$217K 2.8% 8
2024
Q3 		$5.26M Sell
54,873
-1,853
-3% -$175K 2.65% 7
2024
Q2 		$5.21M Buy
56,726
+4,903
+9% +$447K 2.78% 7
2024
Q1 		$4.79M Buy
51,823
+4,692
+10% +$434K 2.56% 7
2023
Q4 		$4.43M Buy
47,131
+530
+1% +$47.5K 2.52% 10
2023
Q3 		$4.14M Buy
46,601
+5,231
+13% +$478K 2.58% 9
2023
Q2 		$3.86M Buy
41,370
+13,933
+51% +$1.31M 2.37% 9
2023
Q1 		$2.6M Buy
27,437
+1,211
+5% +$114K 1.61% 18
2022
Q4 		$2.43M Buy
26,226
+5,157
+24% +$476K 1.63% 18
2022
Q3 		$1.93M Buy
21,069
+46
+0.2% +$4.46K 1.43% 17
2022
Q2 		$2.05M Buy
21,023
+1,114
+6% +$109K 1.46% 18
2022
Q1 		$2.03M Buy
19,909
+1,837
+10% +$192K 1.25% 22
2021
Q4 		$1.94M Buy
+18,072
New +$1.95M 1.13% 28

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Lindenwold Advisors's MBB Position: Q3 2025 in Review

Lindenwold Advisors increased its iShares MBS ETF (MBB) stake by 4.6% in Q3 2025, buying an estimated $290K and bringing the position to 70,870 shares worth $6.74M. The position accounts for 3.19% of the portfolio, ranked #7.

Lindenwold Advisors first reported a position in MBB in Q4 2021 and has held it in 16 quarters since. 929 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

  • Lindenwold Advisors held 70,870 shares of iShares MBS ETF worth $6.74M as of Q3 2025.
  • Lindenwold Advisors bought 3,087 iShares MBS ETF shares in Q3 2025, an estimated $290K.
  • iShares MBS ETF made up 3.19% of Lindenwold Advisors's portfolio in Q3 2025, its #7 holding.
  • Lindenwold Advisors first reported a position in iShares MBS ETF in Q4 2021 and has held it in 16 quarters since.
  • 929 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.