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

BCS 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 		– Sell
-5,876
Closed -$560K – 315
2025
Q4 		$560K Buy
5,876
+2,938
+100% +$280K 0.06% 212
2025
Q3 		$280K Sell
2,938
-342
-10% -$32.1K 0.06% 201
2025
Q2 		$308K Sell
3,280
-141
-4% -$13.1K 0.07% 199
2025
Q1 		$321K Hold
3,421
– – 0.08% 187
2024
Q4 		$314K Buy
+3,421
New +$319K 0.08% 195

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

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

BCS Wealth Management sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 5,876 shares — an estimated $560K sold.

BCS Wealth Management first reported a position in MBB in Q4 2024 and held it in 5 quarters. The position peaked at $560K in Q4 2025. 1,026 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • BCS Wealth Management reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
  • BCS Wealth Management sold 5,876 iShares MBS ETF shares in Q1 2026, an estimated $560K.
  • BCS Wealth Management first reported a position in iShares MBS ETF in Q4 2024 and held it in 5 quarters.
  • BCS Wealth Management's iShares MBS ETF position peaked at $560K in Q4 2025.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.