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TritonPoint Wealth’s iShares MBS ETF MBB Stock Holding History

TritonPoint Wealth’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
-27,699
Closed -$2.64M – 320
2025
Q3 		$2.64M Sell
27,699
-42
-0.2% -$3.95K 0.23% 102
2025
Q2 		$2.6M Sell
27,741
-26
-0.1% -$2.41K 0.24% 100
2025
Q1 		$2.6M Sell
27,767
-8,323
-23% -$770K 0.25% 93
2024
Q4 		$3.31M Sell
36,090
-957
-3% -$89.1K 0.3% 85
2024
Q3 		$3.56M Sell
37,047
-3,257
-8% -$308K 0.33% 85
2024
Q2 		$3.7M Buy
40,304
+2,820
+8% +$257K 0.36% 75
2024
Q1 		$474K Buy
37,484
+31,983
+581% +$2.96M 0.05% 206
2023
Q4 		$518K Buy
+5,501
New +$493K 0.05% 211

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

TritonPoint Wealth's MBB Position: Q4 2025 in Review

TritonPoint Wealth sold out of iShares MBS ETF (MBB) in Q4 2025, closing a stake of 27,699 shares — an estimated $2.64M sold.

TritonPoint Wealth first reported a position in MBB in Q4 2023 and held it in 8 quarters. The position peaked at $3.7M in Q2 2024. 1,019 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

  • TritonPoint Wealth reported no remaining iShares MBS ETF position as of Q4 2025 after selling out during the quarter.
  • TritonPoint Wealth sold 27,699 iShares MBS ETF shares in Q4 2025, an estimated $2.64M.
  • TritonPoint Wealth first reported a position in iShares MBS ETF in Q4 2023 and held it in 8 quarters.
  • TritonPoint Wealth's iShares MBS ETF position peaked at $3.7M in Q2 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.