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Brian Low Financial Group’s iShares MBS ETF MBB Stock Holding History

Brian Low Financial Group’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 		$2.96M Sell
31,172
-15
-0% -$1.43K 2.01% 8
2025
Q4 		$2.97M Sell
31,187
-532
-2% -$50.7K 2.1% 9
2025
Q3 		$3.02M Sell
31,719
-1,604
-5% -$151K 2.34% 8
2025
Q2 		$3.13M Buy
+33,323
New +$3.09M 2.93% 5

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

Brian Low Financial Group's MBB Position: Q1 2026 in Review

Brian Low Financial Group reduced its iShares MBS ETF (MBB) stake by 0.05% in Q1 2026, selling an estimated $1.43K and leaving 31,172 shares worth $2.96M. The position accounts for 2.01% of the portfolio, ranked #8.

Brian Low Financial Group first reported a position in MBB in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.13M in Q2 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Brian Low Financial Group held 31,172 shares of iShares MBS ETF worth $2.96M as of Q1 2026.
  • Brian Low Financial Group sold 15 iShares MBS ETF shares in Q1 2026, an estimated $1.43K.
  • iShares MBS ETF made up 2.01% of Brian Low Financial Group's portfolio in Q1 2026, its #8 holding.
  • Brian Low Financial Group first reported a position in iShares MBS ETF in Q2 2025 and has held it in 4 quarters since.
  • Brian Low Financial Group's iShares MBS ETF position peaked at $3.13M in Q2 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Brian Low Financial Group's 13F filing for Q1 2026, filed 20 Apr 2026.