SageView Advisory Group’s iShares MBS ETF MBB Stock Holding History

SageView Advisory Group’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	$228K	Buy	2,389 +240	+11%	+$22.9K	0.01%	553
2025 Q3	$205K	Buy	+2,149	New	+$202K	0.01%	626
2024 Q2	–	Sell	-14,120	Closed	-$724K	–	649
2024 Q1	$724K	Buy	+14,120	New	+$1.31M	0.04%	252
2023 Q4	–	Sell	-4,056	Closed	-$364K	–	499
2023 Q3	$360K	Sell	4,056 -251	-6%	-$22.9K	0.02%	382
2023 Q2	$402K	Buy	4,307 +726	+20%	+$68.3K	0.02%	389
2023 Q1	$339K	Sell	3,581 -6,480	-64%	-$612K	0.02%	365
2022 Q4	$933K	Buy	+10,061	New	+$928K	0.08%	164

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 $374B AUM 17.66% 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

SageView Advisory Group's MBB Position: Q4 2025 in Review

SageView Advisory Group increased its iShares MBS ETF (MBB) stake by 11% in Q4 2025, buying an estimated $22.9K and bringing the position to 2,389 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #553.

SageView Advisory Group first reported a position in MBB in Q4 2022 and has held it in 7 quarters since. The position peaked at $933K in Q4 2022. 1,019 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

SageView Advisory Group held 2,389 shares of iShares MBS ETF worth $228K as of Q4 2025.
SageView Advisory Group bought 240 iShares MBS ETF shares in Q4 2025, an estimated $22.9K.
iShares MBS ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #553 holding.
SageView Advisory Group first reported a position in iShares MBS ETF in Q4 2022 and has held it in 7 quarters since.
SageView Advisory Group's iShares MBS ETF position peaked at $933K in Q4 2022.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.