Benjamin Edwards Inc’s iShares MBS ETF MBB Stock Holding History

Benjamin Edwards Inc’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	$3.4M	Sell	35,819 -41,350	-54%	-$3.95M	0.03%	412
2025 Q4	$7.35M	Buy	77,169 +310	+0.4%	+$29.6K	0.08%	240
2025 Q3	$7.31M	Buy	76,859 +55,287	+256%	+$5.19M	0.08%	232
2025 Q2	$2.03M	Sell	21,572 -35,990	-63%	-$3.34M	0.03%	458
2025 Q1	$5.4M	Buy	57,562 +28,758	+100%	+$2.66M	0.08%	244
2024 Q4	$2.64M	Sell	28,804 -27,329	-49%	-$2.54M	0.04%	379
2024 Q3	$5.38M	Buy	+56,133	New	+$5.31M	0.08%	248
2022 Q4	–	Sell	-145	Closed	-$13K	–	754
2022 Q3	$13K	Buy	+145	New	+$14.1K	﹤0.01%	540
2021 Q4	–	Sell	-9,061	Closed	-$980K	–	725
2021 Q3	$980K	Buy	9,061 +1,400	+18%	+$152K	0.6%	57
2021 Q2	$829K	Buy	7,661 +599	+8%	+$64.9K	0.57%	66
2021 Q1	$766K	Buy	7,062 +2,596	+58%	+$284K	0.58%	69
2020 Q4	$492K	Buy	4,466 +4,123	+1,202%	+$454K	0.38%	94
2020 Q3	$38K	Sell	343 -23,825	-99%	-$2.63M	0.03%	241
2020 Q2	$2.67M	Buy	24,168 +23,433	+3,188%	+$2.59M	2.23%	5
2020 Q1	$81K	Buy	+735	New	+$80K	0.08%	148

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

Benjamin Edwards Inc's MBB Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its iShares MBS ETF (MBB) stake by 54% in Q1 2026, selling an estimated $3.95M and leaving 35,819 shares worth $3.4M. The position accounts for 0.03% of the portfolio, ranked #412.

Benjamin Edwards Inc first reported a position in MBB in Q1 2020 and has held it in 15 quarters since. The position peaked at $7.35M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Benjamin Edwards Inc held 35,819 shares of iShares MBS ETF worth $3.4M as of Q1 2026.
Benjamin Edwards Inc sold 41,350 iShares MBS ETF shares in Q1 2026, an estimated $3.95M.
iShares MBS ETF made up 0.03% of Benjamin Edwards Inc's portfolio in Q1 2026, its #412 holding.
Benjamin Edwards Inc first reported a position in iShares MBS ETF in Q1 2020 and has held it in 15 quarters since.
Benjamin Edwards Inc's iShares MBS ETF position peaked at $7.35M in Q4 2025.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.