Pinnacle Wealth Management Group’s iShares MBS ETF MBB Stock Holding History

Pinnacle Wealth Management 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	-2,606	Closed	-$244K	–	124
2025 Q1	$244K	Sell	2,606 -2,342	-47%	-$217K	0.17%	93
2024 Q4	$454K	Sell	4,948 -2,982	-38%	-$278K	0.28%	64
2024 Q3	$760K	Sell	7,930 -65,419	-89%	-$6.18M	0.48%	44
2024 Q2	$6.73M	Buy	73,349 +10,850	+17%	+$988K	4.56%	4
2024 Q1	$5.78M	Buy	62,499 +28,362	+83%	+$2.62M	4.29%	5
2023 Q4	$3.21M	Buy	34,137 +960	+3%	+$86.1K	2.64%	8
2023 Q3	$2.95M	Buy	+33,177	New	+$3.03M	2.68%	9

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Pinnacle Wealth Management Group's MBB Position: Q2 2025 in Review

Pinnacle Wealth Management Group sold out of iShares MBS ETF (MBB) in Q2 2025, closing a stake of 2,606 shares — an estimated $244K sold.

Pinnacle Wealth Management Group first reported a position in MBB in Q3 2023 and held it in 7 quarters. The position peaked at $6.73M in Q2 2024. 936 funds tracked by Wall St. Rank hold MBB as of Q2 2025.

Pinnacle Wealth Management Group reported no remaining iShares MBS ETF position as of Q2 2025 after selling out during the quarter.
Pinnacle Wealth Management Group sold 2,606 iShares MBS ETF shares in Q2 2025, an estimated $244K.
Pinnacle Wealth Management Group first reported a position in iShares MBS ETF in Q3 2023 and held it in 7 quarters.
Pinnacle Wealth Management Group's iShares MBS ETF position peaked at $6.73M in Q2 2024.
936 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2025.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2025, filed 31 Jul 2025.