SWA
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SOA Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

SOA 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 		– Sell
-893
Closed -$83.8K – 913
2025
Q2 		$83.8K Buy
+893
New +$82.8K 0.02% 296
2023
Q4 		– Sell
-103
Closed -$9.15K – 932
2023
Q3 		$9.15K Buy
103
+54
+110% +$4.94K ﹤0.01% 537
2023
Q2 		$4.57K Hold
49
– – ﹤0.01% 631
2023
Q1 		$4.64K Hold
49
– – ﹤0.01% 630
2022
Q4 		$4.54K Hold
49
– – ﹤0.01% 636
2022
Q3 		$4K Hold
49
– – ﹤0.01% 629
2022
Q2 		$4K Hold
49
– – ﹤0.01% 616
2022
Q1 		$4K Hold
49
– – ﹤0.01% 719
2021
Q4 		$5K Hold
49
– – ﹤0.01% 664
2021
Q3 		$5K Hold
49
– – ﹤0.01% 687
2021
Q2 		$5K Hold
49
– – ﹤0.01% 672
2021
Q1 		$5K Sell
49
-29
-37% -$3.18K ﹤0.01% 625
2020
Q4 		$8K Buy
+78
New +$8.59K ﹤0.01% 552

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