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Ransom Advisory’s iShares MBS ETF MBB Stock Holding History

Ransom 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
Q4 		$56.9K Buy
+598
New +$57K 0.02% 206
2025
Q1 		– Sell
-1,000
Closed -$91.7K – 380
2024
Q4 		$91.7K Buy
1,000
+500
+100% +$46.6K 0.04% 161
2024
Q3 		$47.9K Hold
500
– – 0.02% 224
2024
Q2 		$45.9K Hold
500
– – 0.02% 219
2024
Q1 		$46.2K Buy
+500
New +$46.2K 0.02% 193

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 $83.7B AUM 27.22% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Ransom Advisory's MBB Position: Q4 2025 in Review

Ransom Advisory opened a new position in iShares MBS ETF (MBB) in Q4 2025: 598 shares worth $56.9K. The stake represents 0.02% of the portfolio and ranks #206 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in MBB as recently as Q4 2024.

Ransom Advisory first reported a position in MBB in Q1 2024 and has held it in 5 quarters since. The position peaked at $91.7K in Q4 2024. 1,019 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

  • Ransom Advisory held 598 shares of iShares MBS ETF worth $56.9K as of Q4 2025.
  • iShares MBS ETF was a new Ransom Advisory position in Q4 2025.
  • iShares MBS ETF made up 0.02% of Ransom Advisory's portfolio in Q4 2025, its #206 holding.
  • Ransom Advisory first reported a position in iShares MBS ETF in Q1 2024 and has held it in 5 quarters since.
  • Ransom Advisory's iShares MBS ETF position peaked at $91.7K in Q4 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.