FDW
MBB icon

Fourth Dimension Wealth’s iShares MBS ETF MBB Stock Holding History

Fourth Dimension 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 		$530K Sell
5,577
-275
-5% -$26.3K 0.2% 74
2025
Q4 		$557K Sell
5,852
-154
-3% -$14.7K 0.2% 78
2025
Q3 		$571K Sell
6,006
-32
-0.5% -$3.01K 0.22% 73
2025
Q2 		$567K Sell
6,038
-2,544
-30% -$236K 0.24% 66
2025
Q1 		$805K Sell
8,582
-373
-4% -$34.5K 0.39% 49
2024
Q4 		$821K Buy
+8,955
New +$834K 0.43% 44

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

Fourth Dimension Wealth's MBB Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its iShares MBS ETF (MBB) stake by 4.7% in Q1 2026, selling an estimated $26.3K and leaving 5,577 shares worth $530K. The position accounts for 0.2% of the portfolio, ranked #74.

Fourth Dimension Wealth first reported a position in MBB in Q4 2024 and has held it in 6 quarters since. The position peaked at $821K in Q4 2024. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Fourth Dimension Wealth held 5,577 shares of iShares MBS ETF worth $530K as of Q1 2026.
  • Fourth Dimension Wealth sold 275 iShares MBS ETF shares in Q1 2026, an estimated $26.3K.
  • iShares MBS ETF made up 0.2% of Fourth Dimension Wealth's portfolio in Q1 2026, its #74 holding.
  • Fourth Dimension Wealth first reported a position in iShares MBS ETF in Q4 2024 and has held it in 6 quarters since.
  • Fourth Dimension Wealth's iShares MBS ETF position peaked at $821K in Q4 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.