Coordinated Financial Services’s iShares MBS ETF MBB Stock Holding History

Coordinated Financial 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	$1.85M	Buy	19,458 +334	+2%	+$31.9K	1.06%	18
2025 Q4	$1.82M	Sell	19,124 -357	-2%	-$34.1K	1.05%	21
2025 Q3	$1.85M	Buy	19,481 +118	+0.6%	+$11.1K	1.19%	18
2025 Q2	$1.82M	Buy	19,363 +603	+3%	+$55.9K	1.26%	17
2025 Q1	$1.76M	Buy	18,760 +392	+2%	+$36.3K	1.35%	15
2024 Q4	$1.68M	Buy	+18,368	New	+$1.71M	1.31%	15
2024 Q2	$1.73M	Sell	18,890 -264	-1%	-$24K	1.48%	13
2024 Q1	$1.77M	Buy	+19,154	New	+$1.77M	1.55%	12

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Coordinated Financial Services's MBB Position: Q1 2026 in Review

Coordinated Financial Services increased its iShares MBS ETF (MBB) stake by 1.7% in Q1 2026, buying an estimated $31.9K and bringing the position to 19,458 shares worth $1.85M. The position accounts for 1.06% of the portfolio, ranked #18.

Coordinated Financial Services first reported a position in MBB in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.85M in Q3 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Coordinated Financial Services held 19,458 shares of iShares MBS ETF worth $1.85M as of Q1 2026.
Coordinated Financial Services bought 334 iShares MBS ETF shares in Q1 2026, an estimated $31.9K.
iShares MBS ETF made up 1.06% of Coordinated Financial Services's portfolio in Q1 2026, its #18 holding.
Coordinated Financial Services first reported a position in iShares MBS ETF in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's iShares MBS ETF position peaked at $1.85M in Q3 2025.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.