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Connable Office Inc’s iShares MBS ETF MBB Stock Holding History

Connable Office Inc’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
-97,215
Closed -$9.26M – 242
2025
Q4 		$9.26M Sell
97,215
-13,994
-13% -$1.33M 0.85% 18
2025
Q3 		$10.6M Sell
111,209
-207,408
-65% -$19.5M 0.98% 18
2025
Q2 		$29.9M Buy
318,617
+42,672
+15% +$3.95M 2.96% 8
2025
Q1 		$25.9M Buy
275,945
+150,835
+121% +$14M 2.75% 9
2024
Q4 		$11.5M Buy
+125,110
New +$11.6M 1.19% 18

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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

Connable Office Inc's MBB Position: Q1 2026 in Review

Connable Office Inc sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 97,215 shares — an estimated $9.26M sold.

Connable Office Inc first reported a position in MBB in Q4 2024 and held it in 5 quarters. The position peaked at $29.9M in Q2 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Connable Office Inc reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
  • Connable Office Inc sold 97,215 iShares MBS ETF shares in Q1 2026, an estimated $9.26M.
  • Connable Office Inc first reported a position in iShares MBS ETF in Q4 2024 and held it in 5 quarters.
  • Connable Office Inc's iShares MBS ETF position peaked at $29.9M in Q2 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Connable Office Inc's 13F filing for Q1 2026, filed 29 Apr 2026.