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FLP Wealth Management’s iShares MBS ETF MBB Stock Holding History

FLP Wealth Management’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 		$592K Buy
6,232
+1,074
+21% +$103K 1.22% 30
2025
Q4 		$491K Buy
5,158
+2,523
+96% +$241K 1.16% 26
2025
Q3 		$251K Buy
2,635
+392
+17% +$36.8K 0.71% 46
2025
Q2 		$211K Buy
2,243
+75
+3% +$6.95K 0.59% 55
2025
Q1 		$203K Sell
2,168
-301
-12% -$27.8K 0.65% 47
2024
Q4 		$226K Buy
+2,469
New +$230K 0.58% 36

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 $74.2B AUM 21.09% 1-Year Est. Return

FLP Wealth Management's MBB Position: Q1 2026 in Review

FLP Wealth Management increased its iShares MBS ETF (MBB) stake by 21% in Q1 2026, buying an estimated $103K and bringing the position to 6,232 shares worth $592K. The position accounts for 1.22% of the portfolio, ranked #30.

FLP Wealth Management first reported a position in MBB in Q4 2024 and has held it in 6 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • FLP Wealth Management held 6,232 shares of iShares MBS ETF worth $592K as of Q1 2026.
  • FLP Wealth Management bought 1,074 iShares MBS ETF shares in Q1 2026, an estimated $103K.
  • iShares MBS ETF made up 1.22% of FLP Wealth Management's portfolio in Q1 2026, its #30 holding.
  • FLP Wealth Management first reported a position in iShares MBS ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on FLP Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.