CFG
MBB icon

Chapman Financial Group’s iShares MBS ETF MBB Stock Holding History

Chapman 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 		$1.34M Sell
14,140
-22
-0.2% -$2.1K 0.96% 27
2025
Q4 		$1.35M Sell
14,162
-281
-2% -$26.8K 0.92% 26
2025
Q3 		$1.37M Buy
14,443
+5,224
+57% +$491K 0.95% 24
2025
Q2 		$866K Buy
+9,219
New +$854K 0.73% 48
2024
Q4 		$718K Buy
+7,834
New +$729K 0.57% 57

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

Chapman Financial Group's MBB Position: Q1 2026 in Review

Chapman Financial Group reduced its iShares MBS ETF (MBB) stake by 0.16% in Q1 2026, selling an estimated $2.1K and leaving 14,140 shares worth $1.34M. The position accounts for 0.96% of the portfolio, ranked #27.

Chapman Financial Group first reported a position in MBB in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.37M in Q3 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Chapman Financial Group held 14,140 shares of iShares MBS ETF worth $1.34M as of Q1 2026.
  • Chapman Financial Group sold 22 iShares MBS ETF shares in Q1 2026, an estimated $2.1K.
  • iShares MBS ETF made up 0.96% of Chapman Financial Group's portfolio in Q1 2026, its #27 holding.
  • Chapman Financial Group first reported a position in iShares MBS ETF in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's iShares MBS ETF position peaked at $1.37M in Q3 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.