Financial Freedom LLC’s iShares MBS ETF MBB Stock Holding History

Financial Freedom LLC’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	$150K	Buy	1,583 +421	+36%	+$40.2K	0.07%	115
2025 Q4	$111K	Buy	1,162 +17	+1%	+$1.62K	0.05%	132
2025 Q3	$109K	Sell	1,145 -3,014	-72%	-$283K	0.05%	132
2025 Q2	$391K	Buy	4,159 +43	+1%	+$3.98K	0.21%	76
2025 Q1	$386K	Buy	4,116 +29	+0.7%	+$2.68K	0.22%	71
2024 Q4	$375K	Sell	4,087 -379	-8%	-$35.3K	0.2%	69
2024 Q3	$428K	Buy	4,466 +44	+1%	+$4.16K	0.23%	69
2024 Q2	$406K	Buy	4,422 +42	+1%	+$3.83K	0.23%	68
2024 Q1	$405K	Buy	4,380 +28	+0.6%	+$2.59K	0.24%	72
2023 Q4	$409K	Buy	4,352 +53	+1%	+$4.75K	0.26%	65
2023 Q3	$382K	Buy	4,299 +38	+0.9%	+$3.47K	0.27%	61
2023 Q2	$397K	Buy	4,261 +35	+0.8%	+$3.29K	0.28%	58
2023 Q1	$400K	Buy	4,226 +22	+0.5%	+$2.08K	0.29%	56
2022 Q4	$390K	Buy	+4,204	New	+$388K	0.26%	50

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 $83.7B AUM 27.22% 1-Year Est. Return

Financial Freedom LLC's MBB Position: Q1 2026 in Review

Financial Freedom LLC increased its iShares MBS ETF (MBB) stake by 36% in Q1 2026, buying an estimated $40.2K and bringing the position to 1,583 shares worth $150K. The position accounts for 0.07% of the portfolio, ranked #115.

Financial Freedom LLC first reported a position in MBB in Q4 2022 and has held it in 14 quarters since. The position peaked at $428K in Q3 2024. 1,020 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Financial Freedom LLC held 1,583 shares of iShares MBS ETF worth $150K as of Q1 2026.
Financial Freedom LLC bought 421 iShares MBS ETF shares in Q1 2026, an estimated $40.2K.
iShares MBS ETF made up 0.07% of Financial Freedom LLC's portfolio in Q1 2026, its #115 holding.
Financial Freedom LLC first reported a position in iShares MBS ETF in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's iShares MBS ETF position peaked at $428K in Q3 2024.
1,020 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.