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Financial Sense Advisors’s iShares MBS ETF MBB Stock Holding History

Financial Sense Advisors’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
-2,269
Closed -$216K – 155
2025
Q4 		$216K Sell
2,269
-1,140
-33% -$109K 0.04% 142
2025
Q3 		$324K Sell
3,409
-449
-12% -$42.2K 0.06% 134
2025
Q2 		$362K Sell
3,858
-326
-8% -$30.2K 0.09% 107
2025
Q1 		$392K Sell
4,184
-48
-1% -$4.44K 0.11% 85
2024
Q4 		$388K Sell
4,232
-478
-10% -$44.5K 0.13% 85
2024
Q3 		$451K Buy
4,710
+1,951
+71% +$184K 0.12% 86
2024
Q2 		$253K Buy
+2,759
New +$251K 0.08% 105
2022
Q1 		– Sell
-10,542
Closed -$1.13M – 114
2021
Q4 		$1.13M Sell
10,542
-831
-7% -$89.5K 0.39% 60
2021
Q3 		$1.23M Sell
11,373
-560
-5% -$60.7K 0.41% 47
2021
Q2 		$1.29M Buy
11,933
+708
+6% +$76.8K 0.41% 42
2021
Q1 		$1.22M Sell
11,225
-2,989
-21% -$327K 0.41% 42
2020
Q4 		$1.56M Sell
14,214
-17,057
-55% -$1.88M 0.57% 35
2020
Q3 		$3.45M Sell
31,271
-2,488
-7% -$275K 1.37% 18
2020
Q2 		$3.74M Sell
33,759
-1,225
-4% -$136K 1.33% 18
2020
Q1 		$3.86M Sell
34,984
-3,915
-10% -$426K 1.74% 13
2019
Q4 		$4.2M Buy
38,899
+253
+0.7% +$27.3K 1.55% 15
2019
Q3 		$4.18M Buy
+38,646
New +$4.17M 2.03% 11

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

Financial Sense Advisors's MBB Position: Q1 2026 in Review

Financial Sense Advisors sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 2,269 shares — an estimated $216K sold.

Financial Sense Advisors first reported a position in MBB in Q3 2019 and held it in 17 quarters. The position peaked at $4.2M in Q4 2019. 1,020 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Financial Sense Advisors reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
  • Financial Sense Advisors sold 2,269 iShares MBS ETF shares in Q1 2026, an estimated $216K.
  • Financial Sense Advisors first reported a position in iShares MBS ETF in Q3 2019 and held it in 17 quarters.
  • Financial Sense Advisors's iShares MBS ETF position peaked at $4.2M in Q4 2019.
  • 1,020 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Financial Sense Advisors's 13F filing for Q1 2026, filed 14 May 2026.