Wealthspire Advisors (New York)’s iShares MBS ETF MBB Stock Holding History

Wealthspire Advisors (New York)’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	-761	Closed	-$72.4K	–	2123
2025 Q3	$72.4K	Buy	+761	New	+$71.5K	﹤0.01%	1117
2023 Q2	–	Sell	-3,171	Closed	-$300K	–	569
2023 Q1	$300K	Sell	3,171 -203	-6%	-$19.2K	0.01%	444
2022 Q4	$313K	Sell	3,374 -2,441	-42%	-$225K	0.01%	450
2022 Q3	$533K	Buy	5,815 +3,070	+112%	+$298K	0.01%	322
2022 Q2	$268K	Buy	+2,745	New	+$269K	0.01%	422
2021 Q4	–	Sell	-3,376	Closed	-$365K	–	590
2021 Q3	$365K	Buy	+3,376	New	+$366K	0.01%	422

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

Wealthspire Advisors (New York)'s MBB Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares MBS ETF (MBB) in Q4 2025, closing a stake of 761 shares — an estimated $72.4K sold.

Wealthspire Advisors (New York) first reported a position in MBB in Q3 2021 and held it in 6 quarters. The position peaked at $533K in Q3 2022. 1,019 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining iShares MBS ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 761 iShares MBS ETF shares in Q4 2025, an estimated $72.4K.
Wealthspire Advisors (New York) first reported a position in iShares MBS ETF in Q3 2021 and held it in 6 quarters.
Wealthspire Advisors (New York)'s iShares MBS ETF position peaked at $533K in Q3 2022.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.