Great Diamond Partners’s iShares MBS ETF MBB Stock Holding History

Great Diamond Partners’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	–	Sell	-24,397	Closed	-$2.32M	–	244
2025 Q4	$2.32M	Buy	24,397 +1,440	+6%	+$137K	0.45%	70
2025 Q3	$2.18M	Buy	22,957 +2,947	+15%	+$277K	0.42%	72
2025 Q2	$1.88M	Buy	+20,010	New	+$1.85M	0.4%	71
2020 Q1	–	Sell	-197	Closed	-$21K	–	405
2019 Q4	$21K	Buy	+197	New	+$21.3K	0.01%	467

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Great Diamond Partners's MBB Position: Q1 2026 in Review

Great Diamond Partners sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 24,397 shares — an estimated $2.32M sold.

Great Diamond Partners first reported a position in MBB in Q4 2019 and held it in 4 quarters. The position peaked at $2.32M in Q4 2025. 1,021 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Great Diamond Partners reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
Great Diamond Partners sold 24,397 iShares MBS ETF shares in Q1 2026, an estimated $2.32M.
Great Diamond Partners first reported a position in iShares MBS ETF in Q4 2019 and held it in 4 quarters.
Great Diamond Partners's iShares MBS ETF position peaked at $2.32M in Q4 2025.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Great Diamond Partners's 13F filing for Q1 2026, filed 12 May 2026.