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BridgePort Financial Solutions’s iShares MBS ETF MBB Stock Holding History

BridgePort Financial Solutions’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 		$374K Sell
3,934
-341
-8% -$32.6K 0.11% 151
2025
Q4 		$407K Buy
4,275
+648
+18% +$61.8K 0.11% 147
2025
Q3 		$345K Sell
3,627
-1,047
-22% -$98.4K 0.09% 166
2025
Q2 		$439K Buy
4,674
+532
+13% +$49.3K 0.15% 116
2025
Q1 		$388K Sell
4,142
-64
-2% -$5.92K 0.18% 109
2024
Q4 		$394K Buy
+4,206
New +$392K 0.18% 106

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

BridgePort Financial Solutions's MBB Position: Q1 2026 in Review

BridgePort Financial Solutions reduced its iShares MBS ETF (MBB) stake by 8% in Q1 2026, selling an estimated $32.6K and leaving 3,934 shares worth $374K. The position accounts for 0.11% of the portfolio, ranked #151.

BridgePort Financial Solutions first reported a position in MBB in Q4 2024 and has held it in 6 quarters since. The position peaked at $439K in Q2 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • BridgePort Financial Solutions held 3,934 shares of iShares MBS ETF worth $374K as of Q1 2026.
  • BridgePort Financial Solutions sold 341 iShares MBS ETF shares in Q1 2026, an estimated $32.6K.
  • iShares MBS ETF made up 0.11% of BridgePort Financial Solutions's portfolio in Q1 2026, its #151 holding.
  • BridgePort Financial Solutions first reported a position in iShares MBS ETF in Q4 2024 and has held it in 6 quarters since.
  • BridgePort Financial Solutions's iShares MBS ETF position peaked at $439K in Q2 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.