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Valley Wealth Managers’s iShares MBS ETF MBB Stock Holding History

Valley Wealth Managers’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
-65
Closed -$6.18K – 366
2025
Q3 		$6.18K Hold
65
– – ﹤0.01% 273
2025
Q2 		$6.1K Hold
65
– – ﹤0.01% 259
2025
Q1 		$6.1K Hold
65
– – ﹤0.01% 291
2024
Q4 		$5.96K Hold
65
– – ﹤0.01% 309
2024
Q3 		$6.23K Sell
65
-87
-57% -$8.22K ﹤0.01% 311
2024
Q2 		$14K Hold
152
– – ﹤0.01% 279
2024
Q1 		$14K Buy
152
+87
+134% +$8.05K ﹤0.01% 253
2023
Q4 		$6.12K Sell
65
-20,860
-100% -$1.87M ﹤0.01% 281
2023
Q3 		$1.86M Buy
+20,925
New +$1.91M 0.15% 114

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

Valley Wealth Managers's MBB Position: Q4 2025 in Review

Valley Wealth Managers sold out of iShares MBS ETF (MBB) in Q4 2025, closing a stake of 65 shares — an estimated $6.18K sold.

Valley Wealth Managers first reported a position in MBB in Q3 2023 and held it in 9 quarters. The position peaked at $1.86M in Q3 2023. 1,022 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

  • Valley Wealth Managers reported no remaining iShares MBS ETF position as of Q4 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 65 iShares MBS ETF shares in Q4 2025, an estimated $6.18K.
  • Valley Wealth Managers first reported a position in iShares MBS ETF in Q3 2023 and held it in 9 quarters.
  • Valley Wealth Managers's iShares MBS ETF position peaked at $1.86M in Q3 2023.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on Valley Wealth Managers's 13F filing for Q4 2025, filed 4 Feb 2026.