Creative Planning’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.2M | Sell |
107,925
-9,693
| -8% | -$926K | 0.01% | 681 |
|
|
2025
Q4 | $11.2M | Sell |
117,618
-13,140
| -10% | -$1.25M | 0.01% | 573 |
|
|
2025
Q3 | $12.4M | Sell |
130,758
-11,147
| -8% | -$1.05M | 0.01% | 490 |
|
|
2025
Q2 | $13.3M | Sell |
141,905
-13,457
| -9% | -$1.25M | 0.01% | 437 |
|
|
2025
Q1 | $14.6M | Sell |
155,362
-8,469
| -5% | -$783K | 0.01% | 388 |
|
|
2024
Q4 | $15M | Sell |
163,831
-9,970
| -6% | -$928K | 0.01% | 347 |
|
|
2024
Q3 | $16.7M | Sell |
173,801
-19,605
| -10% | -$1.85M | 0.02% | 315 |
|
|
2024
Q2 | $17.8M | Sell |
193,406
-66,568
| -26% | -$6.06M | 0.02% | 287 |
|
|
2024
Q1 | $24M | Sell |
259,974
-73,254
| -22% | -$6.78M | 0.03% | 226 |
|
|
2023
Q4 | $31.4M | Buy |
333,228
+17,182
| +5% | +$1.54M | 0.06% | 178 |
|
|
2023
Q3 | $28.1M | Buy |
316,046
+292,830
| +1,261% | +$26.8M | 0.04% | 193 |
|
|
2023
Q2 | $2.17M | Buy |
23,216
+13,620
| +142% | +$1.28M | ﹤0.01% | 782 |
|
|
2023
Q1 | $909K | Sell |
9,596
-1,947
| -17% | -$184K | ﹤0.01% | 1131 |
|
|
2022
Q4 | $1.07M | Sell |
11,543
-5,703
| -33% | -$526K | ﹤0.01% | 996 |
|
|
2022
Q3 | $1.58M | Sell |
17,246
-1,773
| -9% | -$172K | ﹤0.01% | 770 |
|
|
2022
Q2 | $1.85M | Buy |
19,019
+70
| +0.4% | +$6.87K | ﹤0.01% | 744 |
|
|
2022
Q1 | $1.93M | Sell |
18,949
-3,483
| -16% | -$363K | ﹤0.01% | 733 |
|
|
2021
Q4 | $2.41M | Sell |
22,432
-10,135
| -31% | -$1.09M | ﹤0.01% | 634 |
|
|
2021
Q3 | $3.52M | Sell |
32,567
-13,041
| -29% | -$1.41M | 0.01% | 511 |
|
|
2021
Q2 | $4.94M | Sell |
45,608
-14,751
| -24% | -$1.6M | 0.01% | 412 |
|
|
2021
Q1 | $6.54M | Sell |
60,359
-2,418
| -4% | -$265K | 0.01% | 353 |
|
|
2020
Q4 | $6.91M | Buy |
62,777
+57,572
| +1,106% | +$6.34M | 0.02% | 318 |
|
|
2020
Q3 | $575K | Buy |
5,205
+2,341
| +82% | +$259K | ﹤0.01% | 1064 |
|
|
2020
Q2 | $317K | Sell |
2,864
-4,782
| -63% | -$529K | ﹤0.01% | 1266 |
|
|
2020
Q1 | $844K | Sell |
7,646
-614
| -7% | -$66.8K | ﹤0.01% | 715 |
|
|
2019
Q4 | $893K | Buy |
8,260
+1,675
| +25% | +$181K | ﹤0.01% | 837 |
|
|
2019
Q3 | $713K | Buy |
6,585
+183
| +3% | +$19.7K | ﹤0.01% | 898 |
|
|
2019
Q2 | $689K | Buy |
6,402
+606
| +10% | +$64.5K | ﹤0.01% | 914 |
|
|
2019
Q1 | $616K | Buy |
5,796
+279
| +5% | +$29.3K | ﹤0.01% | 935 |
|
|
2018
Q4 | $577K | Buy |
5,517
+142
| +3% | +$14.6K | ﹤0.01% | 889 |
|
|
2018
Q3 | $555K | Buy |
5,375
+497
| +10% | +$51.6K | ﹤0.01% | 1022 |
|
|
2018
Q2 | $508K | Buy |
4,878
+9
| +0.2% | +$934 | ﹤0.01% | 1066 |
|
|
2018
Q1 | $509K | Sell |
4,869
-2,011
| -29% | -$211K | ﹤0.01% | 1072 |
|
|
2017
Q4 | $733K | Sell |
6,880
-24
| -0.3% | -$2.56K | ﹤0.01% | 871 |
|
|
2017
Q3 | $739K | Sell |
6,904
-3,003
| -30% | -$322K | ﹤0.01% | 848 |
|
|
2017
Q2 | $1.06M | Sell |
9,907
-624
| -6% | -$66.8K | 0.01% | 665 |
|
|
2017
Q1 | $1.12M | Sell |
10,531
-1,266
| -11% | -$135K | 0.01% | 617 |
|
|
2016
Q4 | $1.25M | Sell |
11,797
-92
| -0.8% | -$9.95K | 0.01% | 543 |
|
|
2016
Q3 | $1.31M | Buy |
11,889
+3,102
| +35% | +$341K | 0.01% | 500 |
|
|
2016
Q2 | $966K | Buy |
8,787
+1,425
| +19% | +$156K | 0.01% | 534 |
|
|
2016
Q1 | $806K | Sell |
7,362
-5,155
| -41% | -$562K | 0.01% | 567 |
|
|
2015
Q4 | $1.35M | Buy |
12,517
+2,927
| +31% | +$319K | 0.01% | 418 |
|
|
2015
Q3 | $1.05M | Sell |
9,590
-4,737
| -33% | -$517K | 0.01% | 458 |
|
|
2015
Q2 | $1.56M | Buy |
14,327
+2,627
| +22% | +$288K | 0.01% | 355 |
|
|
2015
Q1 | $1.29M | Sell |
11,700
-46
| -0.4% | -$5.05K | 0.01% | 390 |
|
|
2014
Q4 | $1.28M | Buy |
11,746
+1,746
| +17% | +$191K | 0.01% | 371 |
|
|
2014
Q3 | $1.08M | Buy |
10,000
+3,343
| +50% | +$361K | 0.01% | 374 |
|
|
2014
Q2 | $720K | Buy |
6,657
+2,370
| +55% | +$254K | 0.01% | 504 |
|
|
2014
Q1 | $455K | Sell |
4,287
-1,578
| -27% | -$167K | 0.01% | 668 |
|
|
2013
Q4 | $613K | Sell |
5,865
-1,107
| -16% | -$117K | 0.01% | 462 |
|
|
2013
Q3 | $738K | Buy |
6,972
+670
| +11% | +$70K | 0.01% | 334 |
|
|
2013
Q2 | $663K | Buy |
+6,302
| New | +$674K | 0.02% | 333 |
|
Other funds holding MBB
TWIM
TCIIS
Creative Planning's MBB Position: Q1 2026 in Review
Creative Planning reduced its iShares MBS ETF (MBB) stake by 8.2% in Q1 2026, selling an estimated $926K and leaving 107,925 shares worth $10.2M. The position accounts for 0.01% of the portfolio, ranked #681.
Creative Planning first reported a position in MBB in Q2 2013 and has held it in 52 quarters since. The position peaked at $31.4M in Q4 2023. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.
- Creative Planning held 107,925 shares of iShares MBS ETF worth $10.2M as of Q1 2026.
- Creative Planning sold 9,693 iShares MBS ETF shares in Q1 2026, an estimated $926K.
- iShares MBS ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #681 holding.
- Creative Planning first reported a position in iShares MBS ETF in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's iShares MBS ETF position peaked at $31.4M in Q4 2023.
- 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.