ArborFi Advisors’s iShares MBS ETF MBB Stock Holding History

ArborFi Advisors’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	$2.92M	Buy	30,726 +2,824	+10%	+$270K	2.38%	13
2025 Q4	$2.66M	Buy	27,902 +1,520	+6%	+$145K	2.16%	13
2025 Q3	$2.51M	Buy	26,382 +51	+0.2%	+$4.79K	2.04%	14
2025 Q2	$2.47M	Sell	26,331 -241	-0.9%	-$22.3K	2.18%	12
2025 Q1	$2.49M	Buy	26,572 +1,001	+4%	+$92.6K	2.48%	10
2024 Q4	$2.34M	Buy	+25,571	New	+$2.38M	2.35%	11

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

ArborFi Advisors's MBB Position: Q1 2026 in Review

ArborFi Advisors increased its iShares MBS ETF (MBB) stake by 10% in Q1 2026, buying an estimated $270K and bringing the position to 30,726 shares worth $2.92M. The position accounts for 2.38% of the portfolio, ranked #13.

ArborFi Advisors first reported a position in MBB in Q4 2024 and has held it in 6 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

ArborFi Advisors held 30,726 shares of iShares MBS ETF worth $2.92M as of Q1 2026.
ArborFi Advisors bought 2,824 iShares MBS ETF shares in Q1 2026, an estimated $270K.
iShares MBS ETF made up 2.38% of ArborFi Advisors's portfolio in Q1 2026, its #13 holding.
ArborFi Advisors first reported a position in iShares MBS ETF in Q4 2024 and has held it in 6 quarters since.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on ArborFi Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.