FLP Wealth Management
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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
Q3 		– Sell
-8,011
Closed -$757K – 67
2026
Q2 		$757K Buy
8,011
+1,779
+29% +$168K 1.35% 25
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

FLP Wealth Management's MBB Position: Q3 2026 in Review

FLP Wealth Management sold out of iShares MBS ETF (MBB) in Q3 2026, closing a stake of 8,011 shares — an estimated $757K sold.

FLP Wealth Management first reported a position in MBB in Q4 2024 and held it in 7 quarters. The position peaked at $757K in Q2 2026. 820 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • FLP Wealth Management reported no remaining iShares MBS ETF position as of Q3 2026 after selling out during the quarter.
  • FLP Wealth Management sold 8,011 iShares MBS ETF shares in Q3 2026, an estimated $757K.
  • FLP Wealth Management first reported a position in iShares MBS ETF in Q4 2024 and held it in 7 quarters.
  • FLP Wealth Management's iShares MBS ETF position peaked at $757K in Q2 2026.
  • 820 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on FLP Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.