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Thrive Capital Management (Pennsylvania)’s iShares MBS ETF MBB Stock Holding History

Thrive Capital Management (Pennsylvania)’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
-2,565
Closed -$241K – 178
2025
Q2 		$241K Buy
+2,565
New +$238K 0.08% 157
2023
Q3 		– Sell
-2,244
Closed -$209K – 142
2023
Q2 		$209K Sell
2,244
-75
-3% -$7.05K 0.12% 131
2023
Q1 		$219K Buy
+2,319
New +$219K 0.14% 115
2022
Q4 		– Sell
-3,181
Closed -$291K – 121
2022
Q3 		$291K Sell
3,181
-2,902
-48% -$281K 0.2% 85
2022
Q2 		$593K Sell
6,083
-781
-11% -$76.6K 0.41% 50
2022
Q1 		$699K Sell
6,864
-3,975
-37% -$415K 0.42% 43
2021
Q4 		$1.16M Sell
10,839
-2,702
-20% -$291K 0.76% 34
2021
Q3 		$1.46M Sell
13,541
-1,507
-10% -$163K 1.08% 26
2021
Q2 		$1.63M Sell
15,048
-6,457
-30% -$700K 1.27% 20
2021
Q1 		$2.33M Sell
21,505
-4,267
-17% -$467K 2.18% 14
2020
Q4 		$2.84M Buy
+25,772
New +$2.84M 3.02% 9

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

Thrive Capital Management (Pennsylvania)'s MBB Position: Q3 2025 in Review

Thrive Capital Management (Pennsylvania) sold out of iShares MBS ETF (MBB) in Q3 2025, closing a stake of 2,565 shares — an estimated $241K sold.

Thrive Capital Management (Pennsylvania) first reported a position in MBB in Q4 2020 and held it in 11 quarters. The position peaked at $2.84M in Q4 2020. 930 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

  • Thrive Capital Management (Pennsylvania) reported no remaining iShares MBS ETF position as of Q3 2025 after selling out during the quarter.
  • Thrive Capital Management (Pennsylvania) sold 2,565 iShares MBS ETF shares in Q3 2025, an estimated $241K.
  • Thrive Capital Management (Pennsylvania) first reported a position in iShares MBS ETF in Q4 2020 and held it in 11 quarters.
  • Thrive Capital Management (Pennsylvania)'s iShares MBS ETF position peaked at $2.84M in Q4 2020.
  • 930 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q3 2025, filed 28 Oct 2025.