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TRUE Private Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

TRUE Private 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
Q2 		– Sell
-4,886
Closed -$458K – 251
2025
Q1 		$458K Sell
4,886
-5,017
-51% -$464K 0.06% 139
2024
Q4 		$908K Sell
9,903
-9,545
-49% -$889K 0.11% 102
2024
Q3 		$1.86M Sell
19,448
-891
-4% -$84.2K 0.22% 66
2024
Q2 		$1.87M Sell
20,339
-1,214
-6% -$111K 0.21% 70
2024
Q1 		$1.99M Sell
21,553
-1,785
-8% -$165K 0.23% 63
2023
Q4 		$2.2M Sell
23,338
-1,492
-6% -$134K 0.28% 59
2023
Q3 		$2.2M Buy
24,830
+3,321
+15% +$304K 0.31% 58
2023
Q2 		$2.01M Sell
21,509
-9,041
-30% -$850K 0.3% 57
2023
Q1 		$2.89M Sell
30,550
-7,933
-21% -$749K 0.43% 41
2022
Q4 		$3.57M Buy
38,483
+12,940
+51% +$1.19M 0.55% 30
2022
Q3 		$2.34M Sell
25,543
-1,814
-7% -$176K 0.35% 42
2022
Q2 		$2.67M Buy
27,357
+266
+1% +$26.1K 0.39% 45
2022
Q1 		$2.66M Sell
27,091
-3,997
-13% -$417K 0.37% 49
2021
Q4 		$3.34M Buy
31,088
+2,982
+11% +$321K 0.48% 37
2021
Q3 		$3.04M Buy
28,106
+1,375
+5% +$149K 0.44% 40
2021
Q2 		$2.89M Buy
26,731
+1,793
+7% +$194K 0.43% 45
2021
Q1 		$2.7M Sell
24,938
-1,193
-5% -$131K 0.44% 43
2020
Q4 		$2.88M Buy
26,131
+4,000
+18% +$440K 0.48% 32
2020
Q3 		$2.44M Buy
22,131
+1,502
+7% +$166K 0.42% 38
2020
Q2 		$2.28M Sell
20,629
-9,163
-31% -$1.01M 0.42% 45
2020
Q1 		$3.29M Buy
29,792
+9,064
+44% +$986K 0.7% 26
2019
Q4 		$2.24M Buy
20,728
+237
+1% +$25.6K 0.34% 43
2019
Q3 		$2.22M Buy
20,491
+1,407
+7% +$152K 0.38% 39
2019
Q2 		$2.05M Sell
19,084
-6,767
-26% -$720K 0.35% 41
2019
Q1 		$2.75M Sell
25,851
-72
-0.3% -$7.57K 0.52% 32
2018
Q4 		$2.71M Sell
25,923
-23
-0.1% -$2.37K 0.48% 39
2018
Q3 		$2.68M Buy
25,946
+4,514
+21% +$469K 0.38% 51
2018
Q2 		$2.23M Buy
+21,432
New +$2.22M 0.35% 54

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TRUE Private Wealth Advisors's MBB Position: Q2 2025 in Review

TRUE Private Wealth Advisors sold out of iShares MBS ETF (MBB) in Q2 2025, closing a stake of 4,886 shares — an estimated $458K sold.

TRUE Private Wealth Advisors first reported a position in MBB in Q2 2018 and held it in 28 quarters. The position peaked at $3.57M in Q4 2022. 936 funds tracked by Wall St. Rank hold MBB as of Q2 2025.

  • TRUE Private Wealth Advisors reported no remaining iShares MBS ETF position as of Q2 2025 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 4,886 iShares MBS ETF shares in Q2 2025, an estimated $458K.
  • TRUE Private Wealth Advisors first reported a position in iShares MBS ETF in Q2 2018 and held it in 28 quarters.
  • TRUE Private Wealth Advisors's iShares MBS ETF position peaked at $3.57M in Q4 2022.
  • 936 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2025.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.