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Vertex Planning Partners’s iShares MBS ETF MBB Stock Holding History

Vertex Planning 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
Q4 		– Sell
-90,089
Closed -$8.57M – 175
2025
Q3 		$8.57M Buy
90,089
+4,589
+5% +$431K 1.64% 16
2025
Q2 		$8.03M Buy
85,500
+2,214
+3% +$205K 1.68% 16
2025
Q1 		$7.81M Buy
83,286
+3,404
+4% +$315K 1.7% 16
2024
Q4 		$7.32M Buy
79,882
+69,387
+661% +$6.46M 1.62% 16
2024
Q3 		$1.01M Buy
10,495
+821
+8% +$77.6K 0.24% 50
2024
Q2 		$888K Sell
9,674
-63
-0.6% -$5.74K 0.23% 51
2024
Q1 		$900K Buy
9,737
+1,508
+18% +$139K 0.25% 49
2023
Q4 		$774K Buy
8,229
+1,079
+15% +$96.8K 0.23% 54
2023
Q3 		$635K Sell
7,150
-1,411
-16% -$129K 0.22% 57
2023
Q2 		$798K Buy
8,561
+834
+11% +$78.4K 0.27% 53
2023
Q1 		$732K Buy
7,727
+1,830
+31% +$173K 0.28% 52
2022
Q4 		$547K Buy
+5,897
New +$544K 0.21% 65

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

Vertex Planning Partners's MBB Position: Q4 2025 in Review

Vertex Planning Partners sold out of iShares MBS ETF (MBB) in Q4 2025, closing a stake of 90,089 shares — an estimated $8.57M sold.

Vertex Planning Partners first reported a position in MBB in Q4 2022 and held it in 12 quarters. The position peaked at $8.57M in Q3 2025. 1,018 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

  • Vertex Planning Partners reported no remaining iShares MBS ETF position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 90,089 iShares MBS ETF shares in Q4 2025, an estimated $8.57M.
  • Vertex Planning Partners first reported a position in iShares MBS ETF in Q4 2022 and held it in 12 quarters.
  • Vertex Planning Partners's iShares MBS ETF position peaked at $8.57M in Q3 2025.
  • 1,018 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.