VVP
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Venture Visionary Partners’s iShares MBS ETF MBB Stock Holding History

Venture Visionary Partners’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
-3,473
Closed -$326K – 662
2025
Q2 		$326K Sell
3,473
-852
-20% -$79K 0.01% 474
2025
Q1 		$406K Sell
4,325
-274
-6% -$25.3K 0.02% 421
2024
Q4 		$422K Buy
4,599
+501
+12% +$46.6K 0.02% 398
2024
Q3 		$393K Hold
4,098
– – 0.02% 424
2024
Q2 		$376K Sell
4,098
-1,100
-21% -$100K 0.02% 433
2024
Q1 		$480K Sell
5,198
-12
-0.2% -$1.11K 0.02% 384
2023
Q4 		$490K Buy
+5,210
New +$467K 0.03% 353
2022
Q3 		– Sell
-450
Closed -$43.9K – 1104
2022
Q2 		$43.9K Buy
+450
New +$44.1K ﹤0.01% 831

Other funds holding MBB

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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