Moneta Group Investment Advisors’s iShares MBS ETF MBB Stock Holding History

Moneta Group 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	-3,225	Closed	-$303K	–	805
2025 Q2	$303K	Buy	+3,225	New	+$299K	﹤0.01%	561
2024 Q4	–	Sell	-2,967	Closed	-$284K	–	687
2024 Q3	$284K	Buy	+2,967	New	+$280K	﹤0.01%	530
2023 Q1	–	Sell	-2,216	Closed	-$212K	–	550
2022 Q4	$212K	Buy	+2,216	New	+$204K	0.01%	428
2022 Q3	–	Sell	-107	Closed	-$210K	–	453
2022 Q2	$210K	Sell	107 -2,102	-95%	-$206K	0.01%	434
2022 Q1	$225K	Buy	+2,209	New	+$231K	0.01%	402
2021 Q4	–	Sell	-2,090	Closed	-$226K	–	488
2021 Q3	$226K	Buy	2,090 +94	+5%	+$10.2K	0.01%	416
2021 Q2	$216K	Sell	1,996 -125	-6%	-$13.6K	0.01%	424
2021 Q1	$230K	Sell	2,121 -4	-0.2%	-$438	0.01%	381
2020 Q4	$234K	Buy	+2,125	New	+$234K	0.02%	282

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

Moneta Group Investment Advisors's MBB Position: Q3 2025 in Review

Moneta Group Investment Advisors sold out of iShares MBS ETF (MBB) in Q3 2025, closing a stake of 3,225 shares — an estimated $303K sold.

Moneta Group Investment Advisors first reported a position in MBB in Q4 2020 and held it in 9 quarters. The position peaked at $303K in Q2 2025. 933 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

Moneta Group Investment Advisors reported no remaining iShares MBS ETF position as of Q3 2025 after selling out during the quarter.
Moneta Group Investment Advisors sold 3,225 iShares MBS ETF shares in Q3 2025, an estimated $303K.
Moneta Group Investment Advisors first reported a position in iShares MBS ETF in Q4 2020 and held it in 9 quarters.
Moneta Group Investment Advisors's iShares MBS ETF position peaked at $303K in Q2 2025.
933 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.