TPCM
MBB icon

Templeton & Phillips Capital Management’s iShares MBS ETF MBB Stock Holding History

Templeton & Phillips Capital 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
Q4 		– Sell
-553
Closed -$52.6K – 51
2025
Q3 		$52.6K Hold
553
– – 0.04% 48
2025
Q2 		$51.9K Hold
553
– – 0.04% 44
2025
Q1 		$51.9K Hold
553
– – 0.04% 44
2024
Q4 		$50.7K Hold
553
– – 0.04% 48
2024
Q3 		$53K Hold
553
– – 0.04% 50
2024
Q2 		$50.8K Hold
553
– – 0.05% 45
2024
Q1 		$51.1K Buy
+553
New +$51.2K 0.05% 39

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

Templeton & Phillips Capital Management's MBB Position: Q4 2025 in Review

Templeton & Phillips Capital Management sold out of iShares MBS ETF (MBB) in Q4 2025, closing a stake of 553 shares — an estimated $52.6K sold.

Templeton & Phillips Capital Management first reported a position in MBB in Q1 2024 and held it in 7 quarters. The position peaked at $53K in Q3 2024. 1,020 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

  • Templeton & Phillips Capital Management reported no remaining iShares MBS ETF position as of Q4 2025 after selling out during the quarter.
  • Templeton & Phillips Capital Management sold 553 iShares MBS ETF shares in Q4 2025, an estimated $52.6K.
  • Templeton & Phillips Capital Management first reported a position in iShares MBS ETF in Q1 2024 and held it in 7 quarters.
  • Templeton & Phillips Capital Management's iShares MBS ETF position peaked at $53K in Q3 2024.
  • 1,020 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on Templeton & Phillips Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.