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WealthPlan Investment Management’s iShares MBS ETF MBB Stock Holding History

WealthPlan Investment 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
Q3 		– Sell
-24,342
Closed -$2.29M – 353
2025
Q2 		$2.29M Buy
+24,342
New +$2.26M 0.17% 117
2023
Q1 		– Sell
-13,912
Closed -$1.32M – 515
2022
Q4 		$1.32M Buy
13,912
+3,187
+30% +$294K 0.09% 157
2022
Q3 		$1.02M Buy
+10,725
New +$1.04M 0.07% 165
2022
Q1 		$267K Buy
+2,718
New +$284K 0.02% 335

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

WealthPlan Investment Management's MBB Position: Q3 2025 in Review

WealthPlan Investment Management sold out of iShares MBS ETF (MBB) in Q3 2025, closing a stake of 24,342 shares — an estimated $2.29M sold.

WealthPlan Investment Management first reported a position in MBB in Q1 2022 and held it in 4 quarters. The position peaked at $2.29M in Q2 2025. 933 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

  • WealthPlan Investment Management reported no remaining iShares MBS ETF position as of Q3 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 24,342 iShares MBS ETF shares in Q3 2025, an estimated $2.29M.
  • WealthPlan Investment Management first reported a position in iShares MBS ETF in Q1 2022 and held it in 4 quarters.
  • WealthPlan Investment Management's iShares MBS ETF position peaked at $2.29M in Q2 2025.
  • 933 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on WealthPlan Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.