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Beacon Bridge Wealth Partners’s iShares MBS ETF MBB Stock Holding History

Beacon Bridge Wealth 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 		$10.7M Sell
113,194
-4,550
-4% -$435K 3.6% 7
2025
Q4 		$11.2M Buy
117,744
+7,104
+6% +$678K 3.72% 7
2025
Q3 		$10.5M Buy
110,640
+4,553
+4% +$428K 3.74% 9
2025
Q2 		$9.96M Sell
106,087
-2,305
-2% -$214K 3.95% 9
2025
Q1 		$10.2M Buy
108,392
+1,907
+2% +$176K 4.34% 6
2024
Q4 		$9.76M Sell
106,485
-18,129
-15% -$1.69M 4.15% 5
2024
Q3 		$11.9M Buy
124,614
+7,046
+6% +$666K 5.13% 3
2024
Q2 		$10.8M Sell
117,568
-1,459
-1% -$133K 4.95% 3
2024
Q1 		$11M Buy
119,027
+8,473
+8% +$784K 5.19% 2
2023
Q4 		$10.4M Buy
110,554
+21,915
+25% +$1.97M 5.19% 2
2023
Q3 		$7.87M Buy
88,639
+51,881
+141% +$4.74M 4.15% 6
2023
Q2 		$3.43M Buy
36,758
+6,282
+21% +$591K 1.75% 16
2023
Q1 		$2.89M Buy
30,476
+9,954
+49% +$940K 1.73% 17
2022
Q4 		$1.9M Buy
+20,522
New +$1.89M 1.38% 19

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

Beacon Bridge Wealth Partners's MBB Position: Q1 2026 in Review

Beacon Bridge Wealth Partners reduced its iShares MBS ETF (MBB) stake by 3.9% in Q1 2026, selling an estimated $435K and leaving 113,194 shares worth $10.7M. The position accounts for 3.6% of the portfolio, ranked #7.

Beacon Bridge Wealth Partners first reported a position in MBB in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.9M in Q3 2024. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Beacon Bridge Wealth Partners held 113,194 shares of iShares MBS ETF worth $10.7M as of Q1 2026.
  • Beacon Bridge Wealth Partners sold 4,550 iShares MBS ETF shares in Q1 2026, an estimated $435K.
  • iShares MBS ETF made up 3.6% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #7 holding.
  • Beacon Bridge Wealth Partners first reported a position in iShares MBS ETF in Q4 2022 and has held it in 14 quarters since.
  • Beacon Bridge Wealth Partners's iShares MBS ETF position peaked at $11.9M in Q3 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.