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Edgestream Partners’s iShares MBS ETF MBB Stock Holding History

Edgestream Partners’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 		– Sell
-18,795
Closed -$1.79M – 1013
2025
Q4 		$1.79M Sell
18,795
-9,394
-33% -$896K 0.05% 563
2025
Q3 		$2.68M Buy
28,189
+19,311
+218% +$1.81M 0.08% 444
2025
Q2 		$834K Buy
+8,878
New +$823K 0.02% 671
2024
Q4 		– Sell
-14,644
Closed -$1.4M – 998
2024
Q3 		$1.4M Buy
+14,644
New +$1.38M 0.06% 501

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

Edgestream Partners's MBB Position: Q1 2026 in Review

Edgestream Partners sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 18,795 shares — an estimated $1.79M sold.

Edgestream Partners first reported a position in MBB in Q3 2024 and held it in 4 quarters. The position peaked at $2.68M in Q3 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Edgestream Partners reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
  • Edgestream Partners sold 18,795 iShares MBS ETF shares in Q1 2026, an estimated $1.79M.
  • Edgestream Partners first reported a position in iShares MBS ETF in Q3 2024 and held it in 4 quarters.
  • Edgestream Partners's iShares MBS ETF position peaked at $2.68M in Q3 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.