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Nations Financial Group’s iShares MBS ETF MBB Stock Holding History

Nations Financial Group’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
Q2 		– Sell
-2,539
Closed -$238K – 688
2025
Q1 		$238K Hold
2,539
– – 0.02% 574
2024
Q4 		$233K Sell
2,539
-118
-4% -$11K 0.02% 609
2024
Q3 		$255K Hold
2,657
– – 0.02% 598
2024
Q2 		$244K Buy
2,657
+282
+12% +$25.7K 0.02% 572
2024
Q1 		$219K Hold
2,375
– – 0.02% 581
2023
Q4 		$223K Hold
2,375
– – 0.02% 573
2023
Q3 		$211K Sell
2,375
-117
-5% -$10.7K 0.02% 578
2023
Q2 		$232K Buy
2,492
+187
+8% +$17.6K 0.02% 561
2023
Q1 		$218K Sell
2,305
-86
-4% -$8.12K 0.02% 555
2022
Q4 		$222K Buy
+2,391
New +$221K 0.02% 535
2021
Q2 		– Sell
-2,003
Closed -$217K – 411
2021
Q1 		$217K Buy
+2,003
New +$219K 0.05% 328

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Nations Financial Group's MBB Position: Q2 2025 in Review

Nations Financial Group sold out of iShares MBS ETF (MBB) in Q2 2025, closing a stake of 2,539 shares — an estimated $238K sold.

Nations Financial Group first reported a position in MBB in Q1 2021 and held it in 11 quarters. The position peaked at $255K in Q3 2024. 936 funds tracked by Wall St. Rank hold MBB as of Q2 2025.

  • Nations Financial Group reported no remaining iShares MBS ETF position as of Q2 2025 after selling out during the quarter.
  • Nations Financial Group sold 2,539 iShares MBS ETF shares in Q2 2025, an estimated $238K.
  • Nations Financial Group first reported a position in iShares MBS ETF in Q1 2021 and held it in 11 quarters.
  • Nations Financial Group's iShares MBS ETF position peaked at $255K in Q3 2024.
  • 936 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2025.

Based on Nations Financial Group's 13F filing for Q2 2025, filed 11 Aug 2025.