Pursuit Wealth Management’s iShares MBS ETF MBB Stock Holding History

Pursuit Wealth 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	$369K	Buy	+3,874	New	+$370K	0.32%	103

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Pursuit Wealth Management's MBB Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in iShares MBS ETF (MBB) in Q4 2025: 3,874 shares worth $369K. The stake represents 0.32% of the portfolio and ranks #103 among its holdings.

1,019 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

Pursuit Wealth Management held 3,874 shares of iShares MBS ETF worth $369K as of Q4 2025.
iShares MBS ETF was a new Pursuit Wealth Management position in Q4 2025.
iShares MBS ETF made up 0.32% of Pursuit Wealth Management's portfolio in Q4 2025, its #103 holding.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.