VSM Wealth Advisory’s iShares MBS ETF MBB Stock Holding History

VSM Wealth Advisory’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 Q2	–	Sell	-183	Closed	-$17.2K	–	525
2025 Q1	$17.2K	Buy	+183	New	+$16.9K	0.01%	288

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

VSM Wealth Advisory's MBB Position: Q2 2025 in Review

VSM Wealth Advisory sold out of iShares MBS ETF (MBB) in Q2 2025, closing a stake of 183 shares — an estimated $17.2K sold.

VSM Wealth Advisory first reported a position in MBB in Q1 2025 and held it in 1 quarter. The position peaked at $17.2K in Q1 2025. 936 funds tracked by Wall St. Rank hold MBB as of Q2 2025.

VSM Wealth Advisory reported no remaining iShares MBS ETF position as of Q2 2025 after selling out during the quarter.
VSM Wealth Advisory sold 183 iShares MBS ETF shares in Q2 2025, an estimated $17.2K.
VSM Wealth Advisory first reported a position in iShares MBS ETF in Q1 2025 and held it in 1 quarter.
VSM Wealth Advisory's iShares MBS ETF position peaked at $17.2K in Q1 2025.
936 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2025.

Based on VSM Wealth Advisory's 13F filing for Q2 2025, filed 11 Aug 2025.