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Caitlin John’s iShares MBS ETF MBB Stock Holding History

Caitlin John’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 		$1.52K Hold
16
– – ﹤0.01% 746
2025
Q4 		$1.52K Hold
16
– – ﹤0.01% 752
2025
Q3 		$1.52K Buy
+16
New +$1.5K ﹤0.01% 721
2025
Q1 		– Sell
-16
Closed -$1.47K – 519
2024
Q4 		$1.47K Hold
16
– – ﹤0.01% 694
2024
Q3 		$1.48K Hold
16
– – ﹤0.01% 696
2024
Q2 		$1.47K Hold
16
– – ﹤0.01% 688
2024
Q1 		$1.48K Hold
16
– – ﹤0.01% 721
2023
Q4 		$1.5K Buy
+16
New +$1.44K ﹤0.01% 722

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

Caitlin John's MBB Position: Q1 2026 in Review

Caitlin John held its iShares MBS ETF (MBB) position steady in Q1 2026 at 16 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Caitlin John first reported a position in MBB in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.52K in Q4 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Caitlin John held 16 shares of iShares MBS ETF worth $1.52K as of Q1 2026.
  • Caitlin John left its iShares MBS ETF share count unchanged in Q1 2026.
  • iShares MBS ETF made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #746 holding.
  • Caitlin John first reported a position in iShares MBS ETF in Q4 2023 and has held it in 8 quarters since.
  • Caitlin John's iShares MBS ETF position peaked at $1.52K in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.