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Marshall & Sterling Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Marshall & Sterling Wealth 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
Q4 		– Sell
-564
Closed -$53.7K – 512
2025
Q3 		$53.7K Buy
564
+20
+4% +$1.88K 0.03% 166
2025
Q2 		$51.1K Buy
544
+27
+5% +$2.5K 0.03% 157
2025
Q1 		$48.5K Buy
+517
New +$47.8K 0.03% 157

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

Marshall & Sterling Wealth Advisors's MBB Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of iShares MBS ETF (MBB) in Q4 2025, closing a stake of 564 shares — an estimated $53.7K sold.

Marshall & Sterling Wealth Advisors first reported a position in MBB in Q1 2025 and held it in 3 quarters. The position peaked at $53.7K in Q3 2025. 1,022 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining iShares MBS ETF position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 564 iShares MBS ETF shares in Q4 2025, an estimated $53.7K.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares MBS ETF in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's iShares MBS ETF position peaked at $53.7K in Q3 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.