Focus Partners Wealth
MBB icon

Focus Partners Wealth’s iShares MBS ETF MBB Stock Holding History

Focus Partners Wealth’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 		$11.5M Buy
120,369
+3,466
+3% +$331K 0.01% 680
2025
Q4 		$11.1M Buy
116,903
+2,887
+3% +$275K 0.01% 667
2025
Q3 		$10.8M Buy
114,016
+1,777
+2% +$167K 0.02% 541
2025
Q2 		$10.5M Buy
112,239
+60,665
+118% +$5.62M 0.02% 484
2025
Q1 		$4.84M Sell
51,574
-1,765
-3% -$163K 0.01% 638
2024
Q4 		$4.89M Buy
+53,339
New +$4.97M 0.01% 619

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

Focus Partners Wealth's MBB Position: Q1 2026 in Review

Focus Partners Wealth increased its iShares MBS ETF (MBB) stake by 3% in Q1 2026, buying an estimated $331K and bringing the position to 120,369 shares worth $11.5M. The position accounts for 0.01% of the portfolio, ranked #680.

Focus Partners Wealth 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.

  • Focus Partners Wealth held 120,369 shares of iShares MBS ETF worth $11.5M as of Q1 2026.
  • Focus Partners Wealth bought 3,466 iShares MBS ETF shares in Q1 2026, an estimated $331K.
  • iShares MBS ETF made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #680 holding.
  • Focus Partners Wealth 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 Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.