MGB Wealth Management’s iShares MBS ETF MBB Stock Holding History

MGB Wealth Management’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	-5	Closed	-$476	–	325
2025 Q3	$476	Buy	+5	New	+$470	﹤0.01%	311

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

MGB Wealth Management's MBB Position: Q4 2025 in Review

MGB Wealth Management sold out of iShares MBS ETF (MBB) in Q4 2025, closing a stake of 5 shares — an estimated $476 sold.

MGB Wealth Management first reported a position in MBB in Q3 2025 and held it in 1 quarter. The position peaked at $476 in Q3 2025. 1,018 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

MGB Wealth Management reported no remaining iShares MBS ETF position as of Q4 2025 after selling out during the quarter.
MGB Wealth Management sold 5 iShares MBS ETF shares in Q4 2025, an estimated $476.
MGB Wealth Management first reported a position in iShares MBS ETF in Q3 2025 and held it in 1 quarter.
MGB Wealth Management's iShares MBS ETF position peaked at $476 in Q3 2025.
1,018 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.