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Aviance Capital Partners’s iShares MBS ETF MBB Stock Holding History

Aviance Capital Partners’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 		$335K Hold
3,523
– – 0.04% 298
2025
Q4 		$335K Hold
3,523
– – 0.04% 289
2025
Q3 		$335K Buy
+3,523
New +$331K 0.04% 286

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 $83.7B AUM 27.22% 1-Year Est. Return

Aviance Capital Partners's MBB Position: Q1 2026 in Review

Aviance Capital Partners held its iShares MBS ETF (MBB) position steady in Q1 2026 at 3,523 shares worth $335K. The position accounts for 0.04% of the portfolio, ranked #298.

Aviance Capital Partners first reported a position in MBB in Q3 2025 and has held it in 3 quarters since. The position peaked at $335K in Q4 2025. 1,020 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Aviance Capital Partners held 3,523 shares of iShares MBS ETF worth $335K as of Q1 2026.
  • Aviance Capital Partners left its iShares MBS ETF share count unchanged in Q1 2026.
  • iShares MBS ETF made up 0.04% of Aviance Capital Partners's portfolio in Q1 2026, its #298 holding.
  • Aviance Capital Partners first reported a position in iShares MBS ETF in Q3 2025 and has held it in 3 quarters since.
  • Aviance Capital Partners's iShares MBS ETF position peaked at $335K in Q4 2025.
  • 1,020 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.