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Comprehensive Money Management Services’s iShares MBS ETF MBB Stock Holding History

Comprehensive Money Management Services’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 		$353K Buy
3,715
+200
+6% +$19.1K 0.23% 139
2025
Q4 		$335K Hold
3,515
– – 0.23% 133
2025
Q3 		$334K Hold
3,515
– – 0.24% 130
2025
Q2 		$330K Sell
3,515
-368
-9% -$34.1K 0.25% 125
2025
Q1 		$364K Buy
3,883
+368
+10% +$34K 0.29% 112
2024
Q4 		$322K Buy
+3,515
New +$327K 0.27% 122

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 $424B AUM 22.94% 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 $83.7B AUM 27.22% 1-Year Est. Return

Comprehensive Money Management Services's MBB Position: Q1 2026 in Review

Comprehensive Money Management Services increased its iShares MBS ETF (MBB) stake by 5.7% in Q1 2026, buying an estimated $19.1K and bringing the position to 3,715 shares worth $353K. The position accounts for 0.23% of the portfolio, ranked #139.

Comprehensive Money Management Services first reported a position in MBB in Q4 2024 and has held it in 6 quarters since. The position peaked at $364K in Q1 2025. 1,021 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Comprehensive Money Management Services held 3,715 shares of iShares MBS ETF worth $353K as of Q1 2026.
  • Comprehensive Money Management Services bought 200 iShares MBS ETF shares in Q1 2026, an estimated $19.1K.
  • iShares MBS ETF made up 0.23% of Comprehensive Money Management Services's portfolio in Q1 2026, its #139 holding.
  • Comprehensive Money Management Services first reported a position in iShares MBS ETF in Q4 2024 and has held it in 6 quarters since.
  • Comprehensive Money Management Services's iShares MBS ETF position peaked at $364K in Q1 2025.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.