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Plante Moran Financial Advisors’s iShares MBS ETF MBB Stock Holding History

Plante Moran Financial Advisors’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
-10
Closed -$938 – 826
2025
Q1 		$938 Sell
10
-99
-91% -$9.16K ﹤0.01% 728
2024
Q4 		$9.99K Buy
109
+16
+17% +$1.49K ﹤0.01% 574
2024
Q3 		$8.91K Hold
93
– – ﹤0.01% 613
2024
Q2 		$8.54K Sell
93
-837
-90% -$76.2K ﹤0.01% 593
2024
Q1 		$86K Buy
930
+837
+900% +$77.4K 0.01% 268
2023
Q4 		$8.75K Sell
93
-183
-66% -$16.4K ﹤0.01% 569
2023
Q3 		$24.5K Buy
+276
New +$25.2K ﹤0.01% 392
2022
Q4 		– Sell
-700
Closed -$64K – 927
2022
Q3 		$64K Buy
+700
New +$67.9K 0.01% 278
2022
Q2 		– Sell
-5
Closed -$1K – 1020
2022
Q1 		$1K Buy
+5
New +$522 ﹤0.01% 782
2020
Q2 		– Sell
-53
Closed -$6K – 818
2020
Q1 		$6K Buy
+53
New +$5.77K ﹤0.01% 551
2019
Q4 		– Sell
-865
Closed -$94K – 834
2019
Q3 		$94K Buy
+865
New +$93.3K 0.03% 245
2018
Q2 		– Sell
-82
Closed -$9K – 913
2018
Q1 		$9K Buy
+82
New +$8.6K ﹤0.01% 624
2016
Q1 		– Sell
-340
Closed -$37K – 967
2015
Q4 		$37K Buy
+340
New +$37K 0.03% 345

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

Plante Moran Financial Advisors's MBB Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of iShares MBS ETF (MBB) in Q2 2025, closing a stake of 10 shares — an estimated $938 sold.

Plante Moran Financial Advisors first reported a position in MBB in Q4 2015 and held it in 13 quarters. The position peaked at $94K in Q3 2019. 936 funds tracked by Wall St. Rank hold MBB as of Q2 2025.

  • Plante Moran Financial Advisors reported no remaining iShares MBS ETF position as of Q2 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 10 iShares MBS ETF shares in Q2 2025, an estimated $938.
  • Plante Moran Financial Advisors first reported a position in iShares MBS ETF in Q4 2015 and held it in 13 quarters.
  • Plante Moran Financial Advisors's iShares MBS ETF position peaked at $94K in Q3 2019.
  • 936 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.