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Private Client Services’s iShares MBS ETF MBB Stock Holding History

Private Client Services’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
-2,987
Closed -$280K – 211
2025
Q2 		$280K Buy
+2,987
New +$277K 0.11% 163

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 22.96% 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

Private Client Services's MBB Position: Q3 2025 in Review

Private Client Services sold out of iShares MBS ETF (MBB) in Q3 2025, closing a stake of 2,987 shares — an estimated $280K sold.

Private Client Services first reported a position in MBB in Q2 2025 and held it in 1 quarter. The position peaked at $280K in Q2 2025. 933 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

  • Private Client Services reported no remaining iShares MBS ETF position as of Q3 2025 after selling out during the quarter.
  • Private Client Services sold 2,987 iShares MBS ETF shares in Q3 2025, an estimated $280K.
  • Private Client Services first reported a position in iShares MBS ETF in Q2 2025 and held it in 1 quarter.
  • Private Client Services's iShares MBS ETF position peaked at $280K in Q2 2025.
  • 933 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on Private Client Services's 13F filing for Q3 2025, filed 14 Oct 2025.