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

Apollon 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
Q1 		$4.37M Buy
45,992
+2,639
+6% +$252K 0.07% 238
2025
Q4 		$4.13M Buy
43,353
+350
+0.8% +$33.4K 0.07% 232
2025
Q3 		$4.09M Buy
43,003
+10,344
+32% +$972K 0.07% 234
2025
Q2 		$3.07M Buy
32,659
+2,174
+7% +$201K 0.06% 271
2025
Q1 		$2.86M Sell
30,485
-1,253
-4% -$116K 0.06% 262
2024
Q4 		$2.91M Buy
31,738
+4,087
+15% +$381K 0.07% 267
2024
Q3 		$2.65M Buy
27,651
+2,292
+9% +$217K 0.07% 243
2024
Q2 		$2.33M Sell
25,359
-7,389
-23% -$673K 0.07% 249
2024
Q1 		$3.03M Sell
32,748
-3,935
-11% -$364K 0.1% 196
2023
Q4 		$3.45M Buy
36,683
+10,387
+40% +$932K 0.12% 158
2023
Q3 		$2.34M Sell
26,296
-33
-0.1% -$3.02K 0.12% 162
2023
Q2 		$2.46M Buy
26,329
+10,813
+70% +$1.02M 0.12% 181
2023
Q1 		$1.47M Buy
15,516
+7,429
+92% +$702K 0.09% 233
2022
Q4 		$750K Buy
8,087
+710
+10% +$65.5K 0.05% 384
2022
Q3 		$676K Buy
7,377
+3,069
+71% +$298K 0.06% 365
2022
Q2 		$420K Sell
4,308
-997
-19% -$97.8K 0.04% 470
2022
Q1 		$540K Buy
5,305
+1,127
+27% +$118K 0.04% 440
2021
Q4 		$449K Buy
+4,178
New +$450K 0.03% 485
2020
Q3 		– Sell
-91
Closed -$10K – 466
2020
Q2 		$10K Buy
+91
New +$10.1K 0.01% 496

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
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
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Apollon Wealth Management's MBB Position: Q1 2026 in Review

Apollon Wealth Management increased its iShares MBS ETF (MBB) stake by 6.1% in Q1 2026, buying an estimated $252K and bringing the position to 45,992 shares worth $4.37M. The position accounts for 0.07% of the portfolio, ranked #238.

Apollon Wealth Management first reported a position in MBB in Q2 2020 and has held it in 19 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Apollon Wealth Management held 45,992 shares of iShares MBS ETF worth $4.37M as of Q1 2026.
  • Apollon Wealth Management bought 2,639 iShares MBS ETF shares in Q1 2026, an estimated $252K.
  • iShares MBS ETF made up 0.07% of Apollon Wealth Management's portfolio in Q1 2026, its #238 holding.
  • Apollon Wealth Management first reported a position in iShares MBS ETF in Q2 2020 and has held it in 19 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.