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Chelsea Counsel Company’s iShares MBS ETF MBB Stock Holding History

Chelsea Counsel Company’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
-15
Closed -$1.43K – 238
2025
Q4 		$1.43K Hold
15
– – ﹤0.01% 210
2025
Q3 		$1.43K Buy
+15
New +$1.41K ﹤0.01% 212

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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

Chelsea Counsel Company's MBB Position: Q1 2026 in Review

Chelsea Counsel Company sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 15 shares — an estimated $1.43K sold.

Chelsea Counsel Company first reported a position in MBB in Q3 2025 and held it in 2 quarters. The position peaked at $1.43K in Q4 2025. 1,031 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Chelsea Counsel Company reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
  • Chelsea Counsel Company sold 15 iShares MBS ETF shares in Q1 2026, an estimated $1.43K.
  • Chelsea Counsel Company first reported a position in iShares MBS ETF in Q3 2025 and held it in 2 quarters.
  • Chelsea Counsel Company's iShares MBS ETF position peaked at $1.43K in Q4 2025.
  • 1,031 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Chelsea Counsel Company's 13F filing for Q1 2026, filed 24 Apr 2026.