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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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

SOA Wealth Advisors's MBB Position: Q3 2025 in Review

SOA Wealth Advisors sold out of iShares MBS ETF (MBB) in Q3 2025, closing a stake of 893 shares — an estimated $83.8K sold.

SOA Wealth Advisors first reported a position in MBB in Q4 2020 and held it in 13 quarters. The position peaked at $83.8K in Q2 2025. 933 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

  • SOA Wealth Advisors reported no remaining iShares MBS ETF position as of Q3 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 893 iShares MBS ETF shares in Q3 2025, an estimated $83.8K.
  • SOA Wealth Advisors first reported a position in iShares MBS ETF in Q4 2020 and held it in 13 quarters.
  • SOA Wealth Advisors's iShares MBS ETF position peaked at $83.8K in Q2 2025.
  • 933 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on SOA Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.