SFPM
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Sensible Financial Planning & Management’s iShares MBS ETF MBB Stock Holding History

Sensible Financial Planning & 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
Q3 		$75.7M Buy
796,082
+57,954
+8% +$5.44M 13.76% 3
2025
Q2 		$69.3M Buy
738,128
+48,495
+7% +$4.49M 13.16% 4
2025
Q1 		$64.7M Buy
689,633
+19,720
+3% +$1.82M 12.91% 4
2024
Q4 		$61.4M Buy
669,913
+1,051
+0.2% +$97.9K 12.73% 4
2024
Q3 		$64.1M Buy
668,862
+7,759
+1% +$733K 12.65% 4
2024
Q2 		$60.7M Buy
661,103
+25,386
+4% +$2.31M 13.12% 4
2024
Q1 		$58.8M Buy
635,717
+27,927
+5% +$2.58M 12.99% 4
2023
Q4 		$57.2M Sell
607,790
-17,241
-3% -$1.55M 13.41% 4
2023
Q3 		$55.5M Buy
625,031
+27,542
+5% +$2.52M 13.96% 4
2023
Q2 		$55.7M Buy
597,489
+4,378
+0.7% +$412K 13.09% 4
2023
Q1 		$56.2M Buy
593,111
+2,801
+0.5% +$264K 13.26% 4
2022
Q4 		$54.8M Sell
590,310
-13,591
-2% -$1.25M 13.6% 4
2022
Q3 		$55.3M Buy
603,901
+61,405
+11% +$5.95M 14.23% 4
2022
Q2 		$52.9M Buy
542,496
+300,202
+124% +$29.4M 13.35% 4
2022
Q1 		$24.7M Buy
+242,294
New +$25.3M 6.6% 5
2016
Q1 		– Sell
-742
Closed -$80K – 80
2015
Q4 		$80K Hold
742
– – 0.06% 39
2015
Q3 		$81K Sell
742
-1,528
-67% -$167K 0.06% 39
2015
Q2 		$247K Hold
2,270
– – 0.2% 26
2015
Q1 		$250K Sell
2,270
-399
-15% -$43.8K 0.23% 30
2014
Q4 		$292K Sell
2,669
-426
-14% -$46.5K 0.3% 28
2014
Q3 		$335K Buy
+3,095
New +$334K 0.29% 22

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Sensible Financial Planning & Management's MBB Position: Q3 2025 in Review

Sensible Financial Planning & Management increased its iShares MBS ETF (MBB) stake by 7.9% in Q3 2025, buying an estimated $5.44M and bringing the position to 796,082 shares worth $75.7M. The position accounts for 13.76% of the portfolio, ranked #3.

Sensible Financial Planning & Management first reported a position in MBB in Q3 2014 and has held it in 21 quarters since. 930 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

  • Sensible Financial Planning & Management held 796,082 shares of iShares MBS ETF worth $75.7M as of Q3 2025.
  • Sensible Financial Planning & Management bought 57,954 iShares MBS ETF shares in Q3 2025, an estimated $5.44M.
  • iShares MBS ETF made up 13.76% of Sensible Financial Planning & Management's portfolio in Q3 2025, its #3 holding.
  • Sensible Financial Planning & Management first reported a position in iShares MBS ETF in Q3 2014 and has held it in 21 quarters since.
  • 930 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2025, filed 5 Nov 2025.