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Droms Strauss Advisors’s iShares MBS ETF MBB Stock Holding History

Droms Strauss Advisors’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 		$1.67M Hold
17,635
– – 0.44% 34
2025
Q4 		$1.68M Buy
17,635
+2,412
+16% +$230K 0.44% 33
2025
Q3 		$1.45M Buy
15,223
+8,305
+120% +$780K 0.42% 33
2025
Q2 		$650K Buy
6,918
+1,079
+18% +$100K 0.2% 44
2025
Q1 		$548K Buy
5,839
+2,188
+60% +$202K 0.19% 44
2024
Q4 		$335K Buy
+3,651
New +$340K 0.11% 52

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 $74.2B AUM 21.09% 1-Year Est. Return

Droms Strauss Advisors's MBB Position: Q1 2026 in Review

Droms Strauss Advisors held its iShares MBS ETF (MBB) position steady in Q1 2026 at 17,635 shares worth $1.67M. The position accounts for 0.44% of the portfolio, ranked #34.

Droms Strauss Advisors first reported a position in MBB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.68M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Droms Strauss Advisors held 17,635 shares of iShares MBS ETF worth $1.67M as of Q1 2026.
  • Droms Strauss Advisors left its iShares MBS ETF share count unchanged in Q1 2026.
  • iShares MBS ETF made up 0.44% of Droms Strauss Advisors's portfolio in Q1 2026, its #34 holding.
  • Droms Strauss Advisors first reported a position in iShares MBS ETF in Q4 2024 and has held it in 6 quarters since.
  • Droms Strauss Advisors's iShares MBS ETF position peaked at $1.68M in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Droms Strauss Advisors's 13F filing for Q1 2026, filed 1 May 2026.