Atomi Financial Group’s iShares MBS ETF MBB Stock Holding History

Atomi Financial Group’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	$2.38M	Buy	25,033 +4,605	+23%	+$440K	0.07%	212
2025 Q4	$1.95M	Sell	20,428 -104,776	-84%	-$9.99M	0.06%	247
2025 Q3	$11.9M	Buy	125,204 +13,979	+13%	+$1.31M	0.39%	51
2025 Q2	$10.4M	Buy	111,225 +12,730	+13%	+$1.18M	0.39%	51
2025 Q1	$9.24M	Buy	98,495 +7,092	+8%	+$656K	0.42%	48
2024 Q4	$8.38M	Buy	91,403 +39,903	+77%	+$3.72M	0.42%	45
2024 Q3	$4.93M	Sell	51,500 -174	-0.3%	-$16.4K	0.31%	66
2024 Q2	$4.74M	Buy	51,674 +12,664	+32%	+$1.15M	0.35%	59
2024 Q1	$3.61M	Buy	39,010 +14,666	+60%	+$1.36M	0.33%	66
2023 Q4	$2.29M	Buy	24,344 +2,782	+13%	+$250K	0.32%	66
2023 Q3	$1.91M	Buy	21,562 +10,392	+93%	+$950K	0.64%	37
2023 Q2	$1.04M	Buy	+11,170	New	+$1.05M	0.48%	55

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

Atomi Financial Group's MBB Position: Q1 2026 in Review

Atomi Financial Group increased its iShares MBS ETF (MBB) stake by 23% in Q1 2026, buying an estimated $440K and bringing the position to 25,033 shares worth $2.38M. The position accounts for 0.07% of the portfolio, ranked #212.

Atomi Financial Group first reported a position in MBB in Q2 2023 and has held it in 12 quarters since. The position peaked at $11.9M in Q3 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Atomi Financial Group held 25,033 shares of iShares MBS ETF worth $2.38M as of Q1 2026.
Atomi Financial Group bought 4,605 iShares MBS ETF shares in Q1 2026, an estimated $440K.
iShares MBS ETF made up 0.07% of Atomi Financial Group's portfolio in Q1 2026, its #212 holding.
Atomi Financial Group first reported a position in iShares MBS ETF in Q2 2023 and has held it in 12 quarters since.
Atomi Financial Group's iShares MBS ETF position peaked at $11.9M in Q3 2025.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.