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Cherry Tree Wealth Management’s iShares MBS ETF MBB Stock Holding History

Cherry Tree Wealth Management’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 		$5.13K Buy
+54
New +$5.16K ﹤0.01% 480

Other funds holding MBB

Bank of America
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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 22.96% 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

Cherry Tree Wealth Management's MBB Position: Q1 2026 in Review

Cherry Tree Wealth Management opened a new position in iShares MBS ETF (MBB) in Q1 2026: 54 shares worth $5.13K. The stake represents ﹤0.01% of the portfolio and ranks #480 among its holdings.

1,030 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Cherry Tree Wealth Management held 54 shares of iShares MBS ETF worth $5.13K as of Q1 2026.
  • iShares MBS ETF was a new Cherry Tree Wealth Management position in Q1 2026.
  • iShares MBS ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #480 holding.
  • 1,030 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.