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Main Street Financial Solutions’s iShares MBS ETF MBB Stock Holding History

Main Street Financial Solutions’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 		$231K Sell
2,427
-1,010
-29% -$96.3K 0.02% 492
2025
Q3 		$327K Buy
+3,437
New +$323K 0.02% 479
2025
Q1 		– Sell
-2,460
Closed -$226K – 542
2024
Q4 		$226K Buy
+2,460
New +$229K 0.02% 442
2024
Q3 		– Sell
-3,452
Closed -$317K – 560
2024
Q2 		$317K Sell
3,452
-2,230
-39% -$203K 0.03% 417
2024
Q1 		$525K Buy
5,682
+2,130
+60% +$197K 0.06% 300
2023
Q4 		$334K Sell
3,552
-2,633
-43% -$236K 0.04% 343
2023
Q3 		$549K Buy
6,185
+1,351
+28% +$123K 0.08% 237
2023
Q2 		$451K Buy
4,834
+7
+0.1% +$658 0.06% 277
2023
Q1 		$457K Buy
4,827
+5
+0.1% +$472 0.07% 265
2022
Q4 		$447K Buy
4,822
+36
+0.8% +$3.32K 0.07% 259
2022
Q3 		$438K Hold
4,786
– – 0.07% 259
2022
Q2 		$467K Sell
4,786
-95
-2% -$9.32K 0.06% 256
2022
Q1 		$497K Sell
4,881
-285
-6% -$29.7K 0.07% 255
2021
Q4 		$555K Sell
5,166
-867
-14% -$93.3K 0.08% 251
2021
Q3 		$652K Buy
6,033
+3,736
+163% +$405K 0.1% 206
2021
Q2 		$249K Buy
2,297
+158
+7% +$17.1K 0.04% 388
2021
Q1 		$232K Hold
2,139
– – 0.04% 383
2020
Q4 		$236K Buy
+2,139
New +$236K 0.05% 340

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Main Street Financial Solutions's MBB Position: Q4 2025 in Review

Main Street Financial Solutions reduced its iShares MBS ETF (MBB) stake by 29% in Q4 2025, selling an estimated $96.3K and leaving 2,427 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #492.

Main Street Financial Solutions first reported a position in MBB in Q4 2020 and has held it in 18 quarters since. The position peaked at $652K in Q3 2021. 1,018 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

  • Main Street Financial Solutions held 2,427 shares of iShares MBS ETF worth $231K as of Q4 2025.
  • Main Street Financial Solutions sold 1,010 iShares MBS ETF shares in Q4 2025, an estimated $96.3K.
  • iShares MBS ETF made up 0.02% of Main Street Financial Solutions's portfolio in Q4 2025, its #492 holding.
  • Main Street Financial Solutions first reported a position in iShares MBS ETF in Q4 2020 and has held it in 18 quarters since.
  • Main Street Financial Solutions's iShares MBS ETF position peaked at $652K in Q3 2021.
  • 1,018 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.