Facet Wealth Inc’s iShares MBS ETF MBB Stock Holding History

Facet Wealth 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	$656K	Buy	6,914 +1,751	+34%	+$167K	0.01%	142
2025 Q4	$494K	Buy	+5,163	New	+$492K	0.01%	157

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Facet Wealth Inc's MBB Position: Q1 2026 in Review

Facet Wealth Inc increased its iShares MBS ETF (MBB) stake by 34% in Q1 2026, buying an estimated $167K and bringing the position to 6,914 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #142.

Facet Wealth Inc first reported a position in MBB in Q4 2025 and has held it in 2 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Facet Wealth Inc held 6,914 shares of iShares MBS ETF worth $656K as of Q1 2026.
Facet Wealth Inc bought 1,751 iShares MBS ETF shares in Q1 2026, an estimated $167K.
iShares MBS ETF made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #142 holding.
Facet Wealth Inc first reported a position in iShares MBS ETF in Q4 2025 and has held it in 2 quarters since.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.