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

HHM 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 		– Sell
-6
Closed -$572 – 905
2025
Q4 		$572 Sell
6
-36
-86% -$3.43K ﹤0.01% 816
2025
Q3 		$4K Buy
+42
New +$3.95K ﹤0.01% 749
2023
Q4 		– Sell
-301
Closed -$26.7K – 797
2023
Q3 		$26.7K Hold
301
– – 0.01% 358
2023
Q2 		$28.1K Sell
301
-976
-76% -$91.8K 0.01% 373
2023
Q1 		$121K Buy
+1,277
New +$121K 0.02% 178
2021
Q3 		– Sell
-36
Closed -$4K – 643
2021
Q2 		$4K Hold
36
– – ﹤0.01% 547
2021
Q1 		$4K Hold
36
– – ﹤0.01% 510
2020
Q4 		$4K Hold
36
– – ﹤0.01% 472
2020
Q3 		$4K Hold
36
– – ﹤0.01% 441
2020
Q2 		$4K Hold
36
– – ﹤0.01% 424
2020
Q1 		$4K Buy
+36
New +$3.92K ﹤0.01% 405

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 $83.7B AUM 27.22% 1-Year Est. Return

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

HHM Wealth Advisors sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 6 shares — an estimated $572 sold.

HHM Wealth Advisors first reported a position in MBB in Q1 2020 and held it in 11 quarters. The position peaked at $121K in Q1 2023. 1,020 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • HHM Wealth Advisors reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 6 iShares MBS ETF shares in Q1 2026, an estimated $572.
  • HHM Wealth Advisors first reported a position in iShares MBS ETF in Q1 2020 and held it in 11 quarters.
  • HHM Wealth Advisors's iShares MBS ETF position peaked at $121K in Q1 2023.
  • 1,020 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on HHM Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.