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ORG Partners’s iShares MBS ETF MBB Stock Holding History

ORG Partners’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 		$423K Buy
4,438
+356
+9% +$34K 0.07% 220
2025
Q3 		$410K Sell
4,082
-148
-3% -$13.9K 0.07% 222
2025
Q2 		$395K Buy
4,230
+3,749
+779% +$347K 0.08% 211
2025
Q1 		$45.1K Sell
481
-21,814
-98% -$2.02M 0.01% 510
2024
Q4 		$2.04M Sell
22,295
-276
-1% -$25.7K 0.28% 64
2024
Q3 		$2.16M Sell
22,571
-18,837
-45% -$1.78M 0.35% 54
2024
Q2 		$3.76M Buy
+41,408
New +$3.77M 0.47% 46
2024
Q1 		– Sell
-72,267
Closed -$6.8M – 860
2023
Q4 		$6.8M Buy
72,267
+70,643
+4,350% +$6.34M 1.14% 21
2023
Q3 		$144K Sell
1,624
-90,117
-98% -$8.24M 0.04% 339
2023
Q2 		$8.51M Sell
91,741
-2,392
-3% -$225K 1.38% 13
2023
Q1 		$8.93M Buy
+94,133
New +$8.89M 2.18% 10

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

ORG Partners's MBB Position: Q4 2025 in Review

ORG Partners increased its iShares MBS ETF (MBB) stake by 8.7% in Q4 2025, buying an estimated $34K and bringing the position to 4,438 shares worth $423K. The position accounts for 0.07% of the portfolio, ranked #220.

ORG Partners first reported a position in MBB in Q1 2023 and has held it in 11 quarters since. The position peaked at $8.93M in Q1 2023. 1,018 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

  • ORG Partners held 4,438 shares of iShares MBS ETF worth $423K as of Q4 2025.
  • ORG Partners bought 356 iShares MBS ETF shares in Q4 2025, an estimated $34K.
  • iShares MBS ETF made up 0.07% of ORG Partners's portfolio in Q4 2025, its #220 holding.
  • ORG Partners first reported a position in iShares MBS ETF in Q1 2023 and has held it in 11 quarters since.
  • ORG Partners's iShares MBS ETF position peaked at $8.93M in Q1 2023.
  • 1,018 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.