Siligmueller & Norvid Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Siligmueller & Norvid Wealth Advisors’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	$4.67M	Buy	+49,042	New	+$4.61M	2.1%	14

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

Siligmueller & Norvid Wealth Advisors's MBB Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in iShares MBS ETF (MBB) in Q3 2025: 49,042 shares worth $4.67M. The stake represents 2.1% of the portfolio and ranks #14 among its holdings.

929 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 49,042 shares of iShares MBS ETF worth $4.67M as of Q3 2025.
iShares MBS ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
iShares MBS ETF made up 2.1% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #14 holding.
929 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.