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Bingham Private Wealth’s iShares MBS ETF MBB Stock Holding History

Bingham Private Wealth’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 		$1.51M Sell
15,855
-48
-0.3% -$4.59K 1.19% 20
2025
Q4 		$1.51M Buy
+15,903
New +$1.52M 1.31% 18
2025
Q2 		$1.81M Buy
19,292
+1,485
+8% +$138K 1.73% 11
2025
Q1 		$1.67M Buy
17,807
+260
+1% +$24K 1.73% 11
2024
Q4 		$1.61M Buy
+17,547
New +$1.63M 1.71% 11

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

Bingham Private Wealth's MBB Position: Q1 2026 in Review

Bingham Private Wealth reduced its iShares MBS ETF (MBB) stake by 0.3% in Q1 2026, selling an estimated $4.59K and leaving 15,855 shares worth $1.51M. The position accounts for 1.19% of the portfolio, ranked #20.

Bingham Private Wealth first reported a position in MBB in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.81M in Q2 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Bingham Private Wealth held 15,855 shares of iShares MBS ETF worth $1.51M as of Q1 2026.
  • Bingham Private Wealth sold 48 iShares MBS ETF shares in Q1 2026, an estimated $4.59K.
  • iShares MBS ETF made up 1.19% of Bingham Private Wealth's portfolio in Q1 2026, its #20 holding.
  • Bingham Private Wealth first reported a position in iShares MBS ETF in Q4 2024 and has held it in 5 quarters since.
  • Bingham Private Wealth's iShares MBS ETF position peaked at $1.81M in Q2 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Bingham Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.