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Financial Plan Inc’s iShares MBS ETF MBB Stock Holding History

Financial Plan 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 		$388K Hold
4,088
– – 0.04% 66
2025
Q4 		$389K Buy
+4,088
New +$390K 0.04% 68

Other funds holding MBB

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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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $15B 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 $29.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Financial Plan Inc's MBB Position: Q1 2026 in Review

Financial Plan Inc held its iShares MBS ETF (MBB) position steady in Q1 2026 at 4,088 shares worth $388K. The position accounts for 0.04% of the portfolio, ranked #66.

Financial Plan Inc first reported a position in MBB in Q4 2025 and has held it in 2 quarters since. The position peaked at $389K in Q4 2025. 1,024 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Financial Plan Inc held 4,088 shares of iShares MBS ETF worth $388K as of Q1 2026.
  • Financial Plan Inc left its iShares MBS ETF share count unchanged in Q1 2026.
  • iShares MBS ETF made up 0.04% of Financial Plan Inc's portfolio in Q1 2026, its #66 holding.
  • Financial Plan Inc first reported a position in iShares MBS ETF in Q4 2025 and has held it in 2 quarters since.
  • Financial Plan Inc's iShares MBS ETF position peaked at $389K in Q4 2025.
  • 1,024 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.