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Old Point Trust & Financial Services N A’s iShares MBS ETF MBB Stock Holding History

Old Point Trust & Financial Services N A’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
-196
Closed -$18.4K – 314
2025
Q2 		$18.4K Hold
196
– – 0.01% 229
2025
Q1 		$18.4K Hold
196
– – 0.01% 246
2024
Q4 		$18K Buy
+196
New +$18.3K 0.01% 240

Other funds holding MBB

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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

Old Point Trust & Financial Services N A's MBB Position: Q3 2025 in Review

Old Point Trust & Financial Services N A sold out of iShares MBS ETF (MBB) in Q3 2025, closing a stake of 196 shares — an estimated $18.4K sold.

Old Point Trust & Financial Services N A first reported a position in MBB in Q4 2024 and held it in 3 quarters. The position peaked at $18.4K in Q2 2025. 933 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

  • Old Point Trust & Financial Services N A reported no remaining iShares MBS ETF position as of Q3 2025 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 196 iShares MBS ETF shares in Q3 2025, an estimated $18.4K.
  • Old Point Trust & Financial Services N A first reported a position in iShares MBS ETF in Q4 2024 and held it in 3 quarters.
  • Old Point Trust & Financial Services N A's iShares MBS ETF position peaked at $18.4K in Q2 2025.
  • 933 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on Old Point Trust & Financial Services N A's 13F filing for Q3 2025, filed 8 Oct 2025.