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Genesis Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Genesis Wealth Advisors’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 		$5.62M Buy
59,167
+2,967
+5% +$283K 3.75% 11
2025
Q4 		$5.35M Buy
56,200
+557
+1% +$53.1K 3.67% 11
2025
Q3 		$5.29M Buy
55,643
+318
+0.6% +$29.9K 3.73% 11
2025
Q2 		$5.19M Buy
55,325
+5,984
+12% +$555K 3.9% 11
2025
Q1 		$4.63M Buy
+49,341
New +$4.56M 3.75% 11

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

Genesis Wealth Advisors's MBB Position: Q1 2026 in Review

Genesis Wealth Advisors increased its iShares MBS ETF (MBB) stake by 5.3% in Q1 2026, buying an estimated $283K and bringing the position to 59,167 shares worth $5.62M. The position accounts for 3.75% of the portfolio, ranked #11.

Genesis Wealth Advisors first reported a position in MBB in Q1 2025 and has held it in 5 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Genesis Wealth Advisors held 59,167 shares of iShares MBS ETF worth $5.62M as of Q1 2026.
  • Genesis Wealth Advisors bought 2,967 iShares MBS ETF shares in Q1 2026, an estimated $283K.
  • iShares MBS ETF made up 3.75% of Genesis Wealth Advisors's portfolio in Q1 2026, its #11 holding.
  • Genesis Wealth Advisors first reported a position in iShares MBS ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Genesis Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.