Creative Financial Designs’s iShares MBS ETF MBB Stock Holding History

Creative Financial Designs’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	$2.28M	Sell	23,979 -514	-2%	-$49.1K	0.14%	134
2025 Q4	$2.33M	Sell	24,493 -73	-0.3%	-$6.96K	0.15%	131
2025 Q3	$2.34M	Buy	24,566 +2,012	+9%	+$189K	0.16%	126
2025 Q2	$2.12M	Sell	22,554 -2,946	-12%	-$273K	0.15%	135
2025 Q1	$2.39M	Buy	25,500 +2,382	+10%	+$220K	0.19%	105
2024 Q4	$2.12M	Sell	23,118 -642	-3%	-$59.8K	0.17%	114
2024 Q3	$2.28M	Buy	23,760 +787	+3%	+$74.4K	0.19%	106
2024 Q2	$2.11M	Buy	22,973 +1,627	+8%	+$148K	0.19%	106
2024 Q1	$1.97M	Buy	21,346 +3,089	+17%	+$286K	0.19%	108
2023 Q4	$1.72M	Sell	18,257 -3,766	-17%	-$338K	0.17%	110
2023 Q3	$1.96M	Sell	22,023 -1,404	-6%	-$128K	0.23%	87
2023 Q2	$2.18M	Sell	23,427 -2,560	-10%	-$241K	0.26%	81
2023 Q1	$2.46M	Buy	25,987 +15,942	+159%	+$1.51M	0.32%	74
2022 Q4	$932K	Sell	10,045 -1,798	-15%	-$166K	0.14%	134
2022 Q3	$1.08M	Sell	11,843 -1,197	-9%	-$116K	0.18%	112
2022 Q2	$1.27M	Sell	13,040 -1,700	-12%	-$167K	0.21%	100
2022 Q1	$1.5M	Sell	14,740 -718	-5%	-$74.9K	0.23%	97
2021 Q4	$1.66M	Sell	15,458 -133	-0.9%	-$14.3K	0.25%	89
2021 Q3	$1.69M	Buy	15,591 +3,456	+28%	+$375K	0.28%	80
2021 Q2	$1.31M	Buy	12,135 +1,132	+10%	+$123K	0.23%	86
2021 Q1	$1.19M	Buy	11,003 +4,372	+66%	+$479K	0.23%	84
2020 Q4	$730K	Buy	6,631 +5,193	+361%	+$572K	0.16%	115
2020 Q3	$159K	Buy	1,438 +97	+7%	+$10.7K	0.04%	267
2020 Q2	$148K	Buy	+1,341	New	+$148K	0.04%	233
2019 Q4	–	Sell	-565	Closed	-$61K	–	592
2019 Q3	$61K	Buy	565 +25	+5%	+$2.7K	0.03%	218
2019 Q2	$58K	Hold	540	–	–	0.03%	221
2019 Q1	$57K	Sell	540 -50	-8%	-$5.26K	0.03%	210
2018 Q4	$62K	Sell	590 -350	-37%	-$36K	0.05%	171
2018 Q3	$97K	Sell	940 -1,241	-57%	-$129K	0.06%	159
2018 Q2	$227K	Hold	2,181	–	–	0.13%	113
2018 Q1	$228K	Hold	2,181	–	–	0.15%	106
2017 Q4	$232K	Sell	2,181 -14	-0.6%	-$1.49K	0.16%	100
2017 Q3	$235K	Buy	2,195 +215	+11%	+$23K	0.13%	126
2017 Q2	$211K	Buy	1,980 +525	+36%	+$56.2K	0.14%	129
2017 Q1	$155K	Buy	1,455 +114	+9%	+$12.1K	0.11%	147
2016 Q4	$143K	Buy	+1,341	New	+$145K	0.12%	140

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

Creative Financial Designs's MBB Position: Q1 2026 in Review

Creative Financial Designs reduced its iShares MBS ETF (MBB) stake by 2.1% in Q1 2026, selling an estimated $49.1K and leaving 23,979 shares worth $2.28M. The position accounts for 0.14% of the portfolio, ranked #134.

Creative Financial Designs first reported a position in MBB in Q4 2016 and has held it in 36 quarters since. The position peaked at $2.46M in Q1 2023. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Creative Financial Designs held 23,979 shares of iShares MBS ETF worth $2.28M as of Q1 2026.
Creative Financial Designs sold 514 iShares MBS ETF shares in Q1 2026, an estimated $49.1K.
iShares MBS ETF made up 0.14% of Creative Financial Designs's portfolio in Q1 2026, its #134 holding.
Creative Financial Designs first reported a position in iShares MBS ETF in Q4 2016 and has held it in 36 quarters since.
Creative Financial Designs's iShares MBS ETF position peaked at $2.46M in Q1 2023.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.