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Continuum Advisory’s iShares MBS ETF MBB Stock Holding History

Continuum Advisory’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 		$611K Buy
6,435
+188
+3% +$18K 0.06% 246
2025
Q4 		$595K Buy
6,247
+2,602
+71% +$248K 0.06% 255
2025
Q3 		$347K Buy
3,645
+289
+9% +$27.1K 0.04% 334
2025
Q2 		$315K Sell
3,356
-399
-11% -$37K 0.04% 330
2025
Q1 		$352K Buy
3,755
+233
+7% +$21.6K 0.05% 292
2024
Q4 		$323K Buy
3,522
+188
+6% +$17.5K 0.04% 308
2024
Q3 		$308K Buy
3,334
+63
+2% +$5.96K 0.04% 320
2024
Q2 		$300K Buy
3,271
+331
+11% +$30.1K 0.04% 308
2024
Q1 		$268K Sell
2,940
-212
-7% -$19.6K 0.04% 328
2023
Q4 		$297K Sell
3,152
-2,776
-47% -$249K 0.04% 373
2023
Q3 		$526K Sell
5,928
-540
-8% -$49.4K 0.08% 268
2023
Q2 		$603K Buy
6,468
+3,007
+87% +$283K 0.1% 252
2023
Q1 		$328K Buy
3,461
+295
+9% +$27.9K 0.06% 336
2022
Q4 		$294K Buy
+3,166
New +$292K 0.05% 344
2022
Q3 		– Sell
-58,842
Closed -$5.74M – 419
2022
Q2 		$5.74M Buy
58,842
+3,215
+6% +$315K 1.04% 17
2022
Q1 		$5.46M Buy
55,627
+9,176
+20% +$958K 1.04% 17
2021
Q4 		$4.99M Buy
+46,451
New +$5M 1.12% 18
2018
Q4 		– Sell
-7,184
Closed -$740K – 169
2018
Q3 		$740K Sell
7,184
-2,044
-22% -$212K 0.49% 59
2018
Q2 		$961K Sell
9,228
-4,027
-30% -$418K 0.7% 36
2018
Q1 		$1.39M Buy
13,255
+571
+5% +$59.9K 1.16% 23
2017
Q4 		$1.35M Buy
12,684
+1,851
+17% +$198K 1.04% 22
2017
Q3 		$1.16M Buy
10,833
+3,234
+43% +$346K 1.02% 24
2017
Q2 		$811K Buy
7,599
+1,038
+16% +$111K 0.8% 31
2017
Q1 		$699K Buy
+6,561
New +$697K 0.84% 32

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

Continuum Advisory's MBB Position: Q1 2026 in Review

Continuum Advisory increased its iShares MBS ETF (MBB) stake by 3% in Q1 2026, buying an estimated $18K and bringing the position to 6,435 shares worth $611K. The position accounts for 0.06% of the portfolio, ranked #246.

Continuum Advisory first reported a position in MBB in Q1 2017 and has held it in 24 quarters since. The position peaked at $5.74M in Q2 2022. 1,021 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Continuum Advisory held 6,435 shares of iShares MBS ETF worth $611K as of Q1 2026.
  • Continuum Advisory bought 188 iShares MBS ETF shares in Q1 2026, an estimated $18K.
  • iShares MBS ETF made up 0.06% of Continuum Advisory's portfolio in Q1 2026, its #246 holding.
  • Continuum Advisory first reported a position in iShares MBS ETF in Q1 2017 and has held it in 24 quarters since.
  • Continuum Advisory's iShares MBS ETF position peaked at $5.74M in Q2 2022.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.