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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $74.1B AUM 21.09% 1-Year Est. Return