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Estate Counselors’s iShares MBS ETF MBB Stock Holding History

Estate Counselors’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 		$22.1M Buy
232,819
+116,254
+100% +$11.1M 1.97% 6
2025
Q4 		$11.1M Buy
+116,565
New +$11.1M 0.93% 14
2025
Q1 		– Sell
-4,400
Closed -$403K – 109
2024
Q4 		$403K Sell
4,400
-7,665
-64% -$714K 0.04% 88
2024
Q3 		$1.16M Buy
+12,065
New +$1.14M 0.12% 80
2024
Q2 		– Sell
-3,020
Closed -$279K – 119
2024
Q1 		$279K Buy
+3,020
New +$279K 0.03% 107
2022
Q4 		– Sell
-17,695
Closed -$1.62M – 170
2022
Q3 		$1.62M Buy
17,695
+530
+3% +$51.4K 0.25% 51
2022
Q2 		$1.67M Sell
17,165
-63,160
-79% -$6.19M 0.25% 52
2022
Q1 		$8.18M Sell
80,325
-8,610
-10% -$899K 1.06% 31
2021
Q4 		$9.55M Sell
88,935
-7,190
-7% -$774K 1.16% 29
2021
Q3 		$10.4M Buy
96,125
+45,855
+91% +$4.97M 1.3% 25
2021
Q2 		$5.44M Sell
50,270
-24,505
-33% -$2.66M 0.71% 42
2021
Q1 		$8.11M Sell
74,775
-8,415
-10% -$922K 1.19% 30
2020
Q4 		$9.16M Sell
83,190
-17,830
-18% -$1.96M 1.38% 23
2020
Q3 		$11.2M Sell
101,020
-5,375
-5% -$594K 1.73% 16
2020
Q2 		$11.8M Buy
106,395
+18,675
+21% +$2.07M 1.89% 15
2020
Q1 		$9.69M Sell
87,720
-20,730
-19% -$2.26M 1.59% 22
2019
Q4 		$11.7M Sell
108,450
-4,490
-4% -$485K 1.72% 23
2019
Q3 		$12.2M Sell
112,940
-2,340
-2% -$253K 1.88% 20
2019
Q2 		$12.4M Sell
115,280
-1,340
-1% -$143K 1.94% 17
2019
Q1 		$12.4M Buy
116,620
+65,755
+129% +$6.92M 2.13% 17
2018
Q4 		$5.32M Sell
50,865
-2,055
-4% -$211K 1.08% 36
2018
Q3 		$5.47M Sell
52,920
-1,340
-2% -$139K 0.99% 33
2018
Q2 		$5.65M Buy
54,260
+2,080
+4% +$216K 1.07% 34
2018
Q1 		$5.46M Buy
52,180
+5,570
+12% +$584K 1.01% 36
2017
Q4 		$4.97M Sell
46,610
-2,020
-4% -$216K 0.99% 36
2017
Q3 		$5.21M Buy
48,630
+10,420
+27% +$1.12M 1.04% 34
2017
Q2 		$4.08M Buy
38,210
+10,920
+40% +$1.17M 0.92% 35
2017
Q1 		$2.91M Sell
27,290
-43,280
-61% -$4.6M 0.76% 40
2016
Q4 		$7.5M Sell
70,570
-7,270
-9% -$786K 2.07% 17
2016
Q3 		$8.57M Buy
77,840
+700
+0.9% +$76.9K 3.32% 11
2016
Q2 		$8.48M Buy
77,140
+470
+0.6% +$51.4K 3.38% 9
2016
Q1 		$8.39M Sell
76,670
-26,030
-25% -$2.84M 3.7% 8
2015
Q4 		$11.1M Buy
102,700
+4,300
+4% +$468K 4.51% 8
2015
Q3 		$10.8M Sell
98,400
-8,960
-8% -$977K 4.34% 10
2015
Q2 		$11.7M Hold
107,360
– – 4.05% 12
2015
Q1 		$11.8M Sell
107,360
-7,085
-6% -$778K 4.21% 10
2014
Q4 		$12.5M Sell
114,445
-400
-0.3% -$43.7K 4.42% 9
2014
Q3 		$12.4M Buy
114,845
+460
+0.4% +$49.7K 4.78% 7
2014
Q2 		$12.4M Sell
114,385
-1,520
-1% -$163K 4.73% 7
2014
Q1 		$12.3M Buy
115,905
+3,600
+3% +$382K 4.94% 6
2013
Q4 		$11.7M Buy
112,305
+15,630
+16% +$1.65M 5.21% 6
2013
Q3 		$10.2M Buy
+96,675
New +$10.1M 4.74% 7

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

Estate Counselors's MBB Position: Q1 2026 in Review

Estate Counselors increased its iShares MBS ETF (MBB) stake by 100% in Q1 2026, buying an estimated $11.1M and bringing the position to 232,819 shares worth $22.1M. The position accounts for 1.97% of the portfolio, ranked #6.

Estate Counselors first reported a position in MBB in Q3 2013 and has held it in 42 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Estate Counselors held 232,819 shares of iShares MBS ETF worth $22.1M as of Q1 2026.
  • Estate Counselors bought 116,254 iShares MBS ETF shares in Q1 2026, an estimated $11.1M.
  • iShares MBS ETF made up 1.97% of Estate Counselors's portfolio in Q1 2026, its #6 holding.
  • Estate Counselors first reported a position in iShares MBS ETF in Q3 2013 and has held it in 42 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.