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Smallwood Wealth Investment Management’s iShares MBS ETF MBB Stock Holding History

Smallwood Wealth Investment 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 		– Sell
-117
Closed -$11K – 561
2025
Q2 		$11K Buy
+117
New +$10.8K 0.01% 306

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

Smallwood Wealth Investment Management's MBB Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of iShares MBS ETF (MBB) in Q3 2025, closing a stake of 117 shares — an estimated $11K sold.

Smallwood Wealth Investment Management first reported a position in MBB in Q2 2025 and held it in 1 quarter. The position peaked at $11K in Q2 2025. 930 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining iShares MBS ETF position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 117 iShares MBS ETF shares in Q3 2025, an estimated $11K.
  • Smallwood Wealth Investment Management first reported a position in iShares MBS ETF in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's iShares MBS ETF position peaked at $11K in Q2 2025.
  • 930 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.