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Bestgate Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Bestgate Wealth Advisors’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 		$2.43M Buy
25,579
+2,122
+9% +$203K 4.38% 8
2025
Q4 		$2.23M Buy
23,457
+1,018
+5% +$97.1K 3.92% 7
2025
Q3 		$2.14M Buy
22,439
+544
+2% +$51.1K 3.77% 7
2025
Q2 		$2.05M Hold
21,895
– – 4.26% 6
2025
Q1 		$2.05M Buy
21,895
+9,437
+76% +$873K 4.26% 6
2024
Q4 		$1.14M Buy
+12,458
New +$1.16M 2.29% 9

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

Bestgate Wealth Advisors's MBB Position: Q1 2026 in Review

Bestgate Wealth Advisors increased its iShares MBS ETF (MBB) stake by 9% in Q1 2026, buying an estimated $203K and bringing the position to 25,579 shares worth $2.43M. The position accounts for 4.38% of the portfolio, ranked #8.

Bestgate Wealth Advisors first reported a position in MBB in Q4 2024 and has held it in 6 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Bestgate Wealth Advisors held 25,579 shares of iShares MBS ETF worth $2.43M as of Q1 2026.
  • Bestgate Wealth Advisors bought 2,122 iShares MBS ETF shares in Q1 2026, an estimated $203K.
  • iShares MBS ETF made up 4.38% of Bestgate Wealth Advisors's portfolio in Q1 2026, its #8 holding.
  • Bestgate Wealth Advisors first reported a position in iShares MBS ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.