RWB
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RMR Wealth Builders’s iShares MBS ETF MBB Stock Holding History

RMR Wealth Builders’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
-5,365
Closed -$504K – 292
2025
Q2 		$504K Buy
+5,365
New +$497K 0.05% 165
2021
Q4 		– Sell
-2,899
Closed -$313K – 169
2021
Q3 		$313K Buy
+2,899
New +$314K 0.09% 134
2021
Q2 		– Sell
-726
Closed -$79K – 472
2021
Q1 		$79K Buy
+726
New +$79.5K 0.02% 303

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

RMR Wealth Builders's MBB Position: Q3 2025 in Review

RMR Wealth Builders sold out of iShares MBS ETF (MBB) in Q3 2025, closing a stake of 5,365 shares — an estimated $504K sold.

RMR Wealth Builders first reported a position in MBB in Q1 2021 and held it in 3 quarters. The position peaked at $504K in Q2 2025. 933 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

  • RMR Wealth Builders reported no remaining iShares MBS ETF position as of Q3 2025 after selling out during the quarter.
  • RMR Wealth Builders sold 5,365 iShares MBS ETF shares in Q3 2025, an estimated $504K.
  • RMR Wealth Builders first reported a position in iShares MBS ETF in Q1 2021 and held it in 3 quarters.
  • RMR Wealth Builders's iShares MBS ETF position peaked at $504K in Q2 2025.
  • 933 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on RMR Wealth Builders's 13F filing for Q3 2025, filed 5 Nov 2025.