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Diversified Portfolios Inc’s iShares MBS ETF MBB Stock Holding History

Diversified Portfolios 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 		$827K Buy
8,705
+587
+7% +$56.1K 0.07% 103
2025
Q4 		$773K Sell
8,118
-57
-0.7% -$5.44K 0.06% 105
2025
Q3 		$778K Hold
8,175
– – 0.07% 98
2025
Q2 		$768K Buy
8,175
+456
+6% +$42.3K 0.07% 96
2025
Q1 		$724K Sell
7,719
-2,293
-23% -$212K 0.08% 95
2024
Q4 		$918K Buy
+10,012
New +$932K 0.1% 82

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

Diversified Portfolios Inc's MBB Position: Q1 2026 in Review

Diversified Portfolios Inc increased its iShares MBS ETF (MBB) stake by 7.2% in Q1 2026, buying an estimated $56.1K and bringing the position to 8,705 shares worth $827K. The position accounts for 0.07% of the portfolio, ranked #103.

Diversified Portfolios Inc first reported a position in MBB in Q4 2024 and has held it in 6 quarters since. The position peaked at $918K in Q4 2024. 1,021 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Diversified Portfolios Inc held 8,705 shares of iShares MBS ETF worth $827K as of Q1 2026.
  • Diversified Portfolios Inc bought 587 iShares MBS ETF shares in Q1 2026, an estimated $56.1K.
  • iShares MBS ETF made up 0.07% of Diversified Portfolios Inc's portfolio in Q1 2026, its #103 holding.
  • Diversified Portfolios Inc first reported a position in iShares MBS ETF in Q4 2024 and has held it in 6 quarters since.
  • Diversified Portfolios Inc's iShares MBS ETF position peaked at $918K in Q4 2024.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.