CFFP
MBB icon

Center for Financial Planning’s iShares MBS ETF MBB Stock Holding History

Center for Financial Planning’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 		– Sell
-20
Closed -$1.91K – 697
2025
Q4 		$1.91K Buy
+20
New +$1.91K ﹤0.01% 612
2025
Q3 		– Sell
-4
Closed -$376 – 688
2025
Q2 		$376 Sell
4
-143
-97% -$13.3K ﹤0.01% 617
2025
Q1 		$13.8K Buy
+147
New +$13.6K ﹤0.01% 436
2021
Q2 		– Sell
-396
Closed -$43K – 526
2021
Q1 		$43K Sell
396
-41
-9% -$4.49K 0.01% 226
2020
Q4 		$48K Sell
437
-45
-9% -$4.96K 0.01% 203
2020
Q3 		$53K Hold
482
– – 0.02% 183
2020
Q2 		$53K Hold
482
– – 0.02% 181
2020
Q1 		$53K Hold
482
– – 0.02% 170
2019
Q4 		$52K Buy
+482
New +$52.1K 0.01% 181

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Center for Financial Planning's MBB Position: Q1 2026 in Review

Center for Financial Planning sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 20 shares — an estimated $1.91K sold.

Center for Financial Planning first reported a position in MBB in Q4 2019 and held it in 9 quarters. The position peaked at $53K in Q3 2020. 1,031 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Center for Financial Planning reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
  • Center for Financial Planning sold 20 iShares MBS ETF shares in Q1 2026, an estimated $1.91K.
  • Center for Financial Planning first reported a position in iShares MBS ETF in Q4 2019 and held it in 9 quarters.
  • Center for Financial Planning's iShares MBS ETF position peaked at $53K in Q3 2020.
  • 1,031 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.