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1900 Wealth Management’s iShares MBS ETF MBB Stock Holding History

1900 Wealth 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
2026
Q2 		$512K Buy
5,414
+207
+4% +$19.6K 0.03% 177
2026
Q1 		$494K Hold
5,207
– – 0.03% 167
2025
Q4 		$496K Hold
5,207
– – 0.03% 163
2025
Q3 		$495K Sell
5,207
-22
-0.4% -$2.07K 0.03% 157
2025
Q2 		$491K Sell
5,229
-40
-0.8% -$3.71K 0.04% 148
2025
Q1 		$494K Sell
5,269
-269
-5% -$24.9K 0.04% 142
2024
Q4 		$508K Sell
5,538
-618
-10% -$57.5K 0.04% 142
2024
Q3 		$590K Sell
6,156
-724
-11% -$68.4K 0.05% 131
2024
Q2 		$632K Sell
6,880
-1,918
-22% -$175K 0.06% 125
2024
Q1 		$813K Sell
8,798
-7,675
-47% -$710K 0.07% 117
2023
Q4 		$1.55M Sell
16,473
-8,119
-33% -$728K 0.14% 105
2023
Q3 		$2.18M Sell
24,592
-17,834
-42% -$1.63M 0.22% 87
2023
Q2 		$3.96M Sell
42,426
-7,193
-14% -$677K 0.41% 54
2023
Q1 		$4.6M Hold
49,619
– – 0.49% 52
2022
Q4 		$4.6M Sell
49,619
-2,848
-5% -$263K 0.5% 52
2022
Q3 		$4.8M Sell
52,467
-2,416
-4% -$234K 0.56% 46
2022
Q2 		$5.35M Sell
54,883
-8,280
-13% -$812K 0.58% 41
2022
Q1 		$6.43M Sell
63,163
-15,864
-20% -$1.66M 0.61% 38
2021
Q4 		$8.49M Sell
79,027
-46,396
-37% -$4.99M 0.77% 32
2021
Q3 		$13.6M Buy
125,423
+9,079
+8% +$985K 1.32% 19
2021
Q2 		$12.6M Sell
116,344
-4,100
-3% -$445K 1.2% 20
2021
Q1 		$13.1M Buy
120,444
+59,422
+97% +$6.51M 0.99% 19
2020
Q4 		$6.72M Buy
+61,022
New +$6.72M 0.79% 30

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 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

1900 Wealth Management's MBB Position: Q2 2026 in Review

1900 Wealth Management increased its iShares MBS ETF (MBB) stake by 4% in Q2 2026, buying an estimated $19.6K and bringing the position to 5,414 shares worth $512K. The position accounts for 0.03% of the portfolio, ranked #177.

1900 Wealth Management first reported a position in MBB in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.6M in Q3 2021. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • 1900 Wealth Management held 5,414 shares of iShares MBS ETF worth $512K as of Q2 2026.
  • 1900 Wealth Management bought 207 iShares MBS ETF shares in Q2 2026, an estimated $19.6K.
  • iShares MBS ETF made up 0.03% of 1900 Wealth Management's portfolio in Q2 2026, its #177 holding.
  • 1900 Wealth Management first reported a position in iShares MBS ETF in Q4 2020 and has held it in 23 quarters since.
  • 1900 Wealth Management's iShares MBS ETF position peaked at $13.6M in Q3 2021.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.