Vantage Financial Partners (Wisconsin)’s iShares MBS ETF MBB Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$484K	Sell	5,087 -2,081	-29%	-$198K	0.1%	119
2025 Q3	$682K	Sell	7,168 -1,804	-20%	-$169K	0.14%	94
2025 Q2	$842K	Sell	8,972 -988	-10%	-$91.6K	0.19%	73
2025 Q1	$934K	Sell	9,960 -1,756	-15%	-$162K	0.23%	61
2024 Q4	$1.07M	Sell	11,716 -3,083	-21%	-$287K	0.27%	57
2024 Q3	$1.42M	Sell	14,799 -1,133	-7%	-$107K	0.35%	41
2024 Q2	$1.46M	Sell	15,932 -3,672	-19%	-$334K	0.38%	33
2024 Q1	$1.81M	Buy	19,604 +50	+0.3%	+$4.63K	0.49%	30
2023 Q4	$1.84M	Buy	+19,554	New	+$1.75M	0.54%	28

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s MBB Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its iShares MBS ETF (MBB) stake by 29% in Q4 2025, selling an estimated $198K and leaving 5,087 shares worth $484K. The position accounts for 0.1% of the portfolio, ranked #119.

Vantage Financial Partners (Wisconsin) first reported a position in MBB in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.84M in Q4 2023. 1,018 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 5,087 shares of iShares MBS ETF worth $484K as of Q4 2025.
Vantage Financial Partners (Wisconsin) sold 2,081 iShares MBS ETF shares in Q4 2025, an estimated $198K.
iShares MBS ETF made up 0.1% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #119 holding.
Vantage Financial Partners (Wisconsin) first reported a position in iShares MBS ETF in Q4 2023 and has held it in 9 quarters since.
Vantage Financial Partners (Wisconsin)'s iShares MBS ETF position peaked at $1.84M in Q4 2023.
1,018 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.