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MeadowBrook Investment Advisors’s iShares MBS ETF MBB Stock Holding History

MeadowBrook Investment 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 		– Sell
-380
Closed -$35.7K – 208
2025
Q2 		$35.7K Hold
380
– – 0.03% 205
2025
Q1 		$35.6K Hold
380
– – 0.03% 195
2024
Q4 		$34.8K Hold
380
– – 0.03% 200
2024
Q3 		$36.4K Buy
380
+306
+414% +$28.9K 0.03% 186
2024
Q2 		$6.79K Hold
74
– – 0.01% 251
2024
Q1 		$6.84K Hold
74
– – 0.01% 259
2023
Q4 		$6.96K Buy
+74
New +$6.64K 0.01% 265

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 22.9% 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

MeadowBrook Investment Advisors's MBB Position: Q3 2025 in Review

MeadowBrook Investment Advisors sold out of iShares MBS ETF (MBB) in Q3 2025, closing a stake of 380 shares — an estimated $35.7K sold.

MeadowBrook Investment Advisors first reported a position in MBB in Q4 2023 and held it in 7 quarters. The position peaked at $36.4K in Q3 2024. 933 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

  • MeadowBrook Investment Advisors reported no remaining iShares MBS ETF position as of Q3 2025 after selling out during the quarter.
  • MeadowBrook Investment Advisors sold 380 iShares MBS ETF shares in Q3 2025, an estimated $35.7K.
  • MeadowBrook Investment Advisors first reported a position in iShares MBS ETF in Q4 2023 and held it in 7 quarters.
  • MeadowBrook Investment Advisors's iShares MBS ETF position peaked at $36.4K in Q3 2024.
  • 933 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on MeadowBrook Investment Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.