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Sunbelt Securities’s iShares MBS ETF MBB Stock Holding History

Sunbelt Securities’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
2026
Q1 		$68.8K Buy
724
+18
+3% +$1.72K ﹤0.01% 944
2025
Q4 		$67.2K Buy
706
+75
+12% +$7.15K ﹤0.01% 924
2025
Q3 		$60K Sell
631
-777
-55% -$73K ﹤0.01% 959
2025
Q2 		$129K Buy
1,408
+780
+124% +$72.3K 0.01% 705
2025
Q1 		$58.9K Sell
628
-780
-55% -$72.1K 0.01% 873
2024
Q4 		$129K Sell
1,408
-372
-21% -$34.6K 0.01% 704
2024
Q3 		$171K Buy
1,780
+439
+33% +$41.5K 0.02% 635
2024
Q2 		$123K Buy
1,341
+5
+0.4% +$455 0.01% 682
2024
Q1 		$124K Sell
1,336
-59
-4% -$5.46K 0.01% 660
2023
Q4 		$131K Sell
1,395
-7
-0.5% -$628 0.02% 605
2023
Q3 		$125K Buy
1,402
+1,225
+692% +$112K 0.02% 596
2023
Q2 		$16.5K Buy
177
+1
+0.6% +$94 ﹤0.01% 1064
2023
Q1 		$16.6K Buy
+176
New +$16.6K ﹤0.01% 1003

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 $1.47T 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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return