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Principia Wealth Advisory’s iShares MBS ETF MBB Stock Holding History

Principia Wealth Advisory’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
-12
Closed -$1.13K – 999
2025
Q2 		$1.13K Hold
12
– – ﹤0.01% 530
2025
Q1 		$1.11K Buy
+12
New +$1.11K ﹤0.01% 370

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Principia Wealth Advisory's MBB Position: Q3 2025 in Review

Principia Wealth Advisory sold out of iShares MBS ETF (MBB) in Q3 2025, closing a stake of 12 shares — an estimated $1.13K sold.

Principia Wealth Advisory first reported a position in MBB in Q1 2025 and held it in 2 quarters. The position peaked at $1.13K in Q2 2025. 933 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

  • Principia Wealth Advisory reported no remaining iShares MBS ETF position as of Q3 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 12 iShares MBS ETF shares in Q3 2025, an estimated $1.13K.
  • Principia Wealth Advisory first reported a position in iShares MBS ETF in Q1 2025 and held it in 2 quarters.
  • Principia Wealth Advisory's iShares MBS ETF position peaked at $1.13K in Q2 2025.
  • 933 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on Principia Wealth Advisory's 13F filing for Q3 2025, filed 10 Feb 2026.