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Prelude Capital Management’s iShares MBS ETF MBB Stock Holding History

Prelude Capital Management’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
-2,650
Closed -$252K – 1451
2025
Q3 		$252K Buy
+2,650
New +$249K 0.02% 820
2025
Q2 		– Sell
-5,601
Closed -$525K – 1207
2025
Q1 		$525K Buy
+5,601
New +$518K 0.04% 499

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

Prelude Capital Management's MBB Position: Q4 2025 in Review

Prelude Capital Management sold out of iShares MBS ETF (MBB) in Q4 2025, closing a stake of 2,650 shares — an estimated $252K sold.

Prelude Capital Management first reported a position in MBB in Q1 2025 and held it in 2 quarters. The position peaked at $525K in Q1 2025. 1,018 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

  • Prelude Capital Management reported no remaining iShares MBS ETF position as of Q4 2025 after selling out during the quarter.
  • Prelude Capital Management sold 2,650 iShares MBS ETF shares in Q4 2025, an estimated $252K.
  • Prelude Capital Management first reported a position in iShares MBS ETF in Q1 2025 and held it in 2 quarters.
  • Prelude Capital Management's iShares MBS ETF position peaked at $525K in Q1 2025.
  • 1,018 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on Prelude Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.