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NewEdge Wealth’s iShares MBS ETF MBB Stock Holding History

NewEdge Wealth’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
-2,163
Closed -$205K – 1202
2025
Q3 		$205K Buy
+2,163
New +$203K ﹤0.01% 985
2024
Q4 		– Sell
-2,945
Closed -$282K – 947
2024
Q3 		$282K Sell
2,945
-60,144
-95% -$5.68M 0.01% 744
2024
Q2 		$5.79M Buy
63,089
+1,278
+2% +$116K 0.13% 144
2024
Q1 		$5.57M Buy
61,811
+9,286
+18% +$859K 0.13% 149
2023
Q4 		$4.94M Buy
52,525
+36,994
+238% +$3.32M 0.13% 142
2023
Q3 		$1.38M Buy
15,531
+4,100
+36% +$375K 0.04% 311
2023
Q2 		$1.07M Buy
11,431
+7,677
+205% +$722K 0.04% 340
2023
Q1 		$356K Buy
+3,754
New +$354K 0.01% 472
2021
Q4 		– Sell
-7,666
Closed -$829K – 399
2021
Q3 		$829K Sell
7,666
-4,500
-37% -$488K 0.05% 194
2021
Q2 		$1.32M Sell
12,166
-3,771
-24% -$409K 0.1% 152
2021
Q1 		$1.73M Buy
15,937
+10,483
+192% +$1.15M 0.17% 116
2020
Q4 		$601K Buy
+5,454
New +$601K 0.18% 107

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

NewEdge Wealth's MBB Position: Q4 2025 in Review

NewEdge Wealth sold out of iShares MBS ETF (MBB) in Q4 2025, closing a stake of 2,163 shares — an estimated $205K sold.

NewEdge Wealth first reported a position in MBB in Q4 2020 and held it in 12 quarters. The position peaked at $5.79M in Q2 2024. 1,018 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

  • NewEdge Wealth reported no remaining iShares MBS ETF position as of Q4 2025 after selling out during the quarter.
  • NewEdge Wealth sold 2,163 iShares MBS ETF shares in Q4 2025, an estimated $205K.
  • NewEdge Wealth first reported a position in iShares MBS ETF in Q4 2020 and held it in 12 quarters.
  • NewEdge Wealth's iShares MBS ETF position peaked at $5.79M in Q2 2024.
  • 1,018 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on NewEdge Wealth's 13F filing for Q4 2025, filed 3 Feb 2026.