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Viewpoint Capital Management’s iShares MBS ETF MBB Stock Holding History

Viewpoint Capital Management’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
-107
Closed -$10.2K – 147
2025
Q3 		$10.2K Buy
+107
New +$10.1K ﹤0.01% 130

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 $424B AUM 22.94% 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 $83.7B AUM 27.22% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Viewpoint Capital Management's MBB Position: Q4 2025 in Review

Viewpoint Capital Management sold out of iShares MBS ETF (MBB) in Q4 2025, closing a stake of 107 shares — an estimated $10.2K sold.

Viewpoint Capital Management first reported a position in MBB in Q3 2025 and held it in 1 quarter. The position peaked at $10.2K in Q3 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

  • Viewpoint Capital Management reported no remaining iShares MBS ETF position as of Q4 2025 after selling out during the quarter.
  • Viewpoint Capital Management sold 107 iShares MBS ETF shares in Q4 2025, an estimated $10.2K.
  • Viewpoint Capital Management first reported a position in iShares MBS ETF in Q3 2025 and held it in 1 quarter.
  • Viewpoint Capital Management's iShares MBS ETF position peaked at $10.2K in Q3 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on Viewpoint Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.