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Florin Court Capital’s iShares MBS ETF MBB Stock Holding History

Florin Court Capital’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 		$779K Sell
8,200
-2,800
-25% -$268K 2.94% 13
2025
Q4 		$1.05M Buy
11,000
+3,200
+41% +$305K 1.46% 21
2025
Q3 		$742K Hold
7,800
– – 0.58% 31
2025
Q2 		$732K Hold
7,800
– – 0.75% 26
2025
Q1 		$731K Sell
7,800
-5,400
-41% -$499K 0.76% 24
2024
Q4 		$1.21M Sell
13,200
-19,700
-60% -$1.83M 1.26% 21
2024
Q3 		$3.15M Buy
+32,900
New +$3.11M 2.54% 16
2024
Q1 		– Sell
-6,000
Closed -$564K – 30
2023
Q4 		$564K Buy
+6,000
New +$538K 0.6% 24
2021
Q1 		– Sell
-95,323
Closed -$10.5M – 38
2020
Q4 		$10.5M Buy
95,323
+12,000
+14% +$1.32M 5.3% 9
2020
Q3 		$9.2M Sell
83,323
-1,000
-1% -$111K 8.73% 4
2020
Q2 		$9.34M Buy
84,323
+65,300
+343% +$7.23M 13.47% 1
2020
Q1 		$2.1M Sell
19,023
-67,900
-78% -$7.39M 39.22% 1
2019
Q4 		$9.39M Buy
86,923
+9,000
+12% +$972K 4.01% 9
2019
Q3 		$8.44M Sell
77,923
-39,900
-34% -$4.31M 6.15% 6
2019
Q2 		$12.7M Sell
117,823
-25,800
-18% -$2.75M 7.13% 6
2019
Q1 		$15.3M Sell
143,623
-28,300
-16% -$2.98M 6.55% 8
2018
Q4 		$18M Buy
+171,923
New +$17.7M 17.93% 2
2018
Q1 		– Sell
-68,700
Closed -$7.32M – 26
2017
Q4 		$7.32M Buy
68,700
+12,200
+22% +$1.3M 2.61% 15
2017
Q3 		$6.05M Buy
56,500
+42,300
+298% +$4.53M 3.57% 14
2017
Q2 		$1.52M Buy
+14,200
New +$1.52M 0.89% 18

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

Florin Court Capital's MBB Position: Q1 2026 in Review

Florin Court Capital reduced its iShares MBS ETF (MBB) stake by 25% in Q1 2026, selling an estimated $268K and leaving 8,200 shares worth $779K. The position accounts for 2.94% of the portfolio, ranked #13.

Florin Court Capital first reported a position in MBB in Q2 2017 and has held it in 20 quarters since. The position peaked at $18M in Q4 2018. 1,021 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Florin Court Capital held 8,200 shares of iShares MBS ETF worth $779K as of Q1 2026.
  • Florin Court Capital sold 2,800 iShares MBS ETF shares in Q1 2026, an estimated $268K.
  • iShares MBS ETF made up 2.94% of Florin Court Capital's portfolio in Q1 2026, its #13 holding.
  • Florin Court Capital first reported a position in iShares MBS ETF in Q2 2017 and has held it in 20 quarters since.
  • Florin Court Capital's iShares MBS ETF position peaked at $18M in Q4 2018.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Florin Court Capital's 13F filing for Q1 2026, filed 6 May 2026.