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Holistic Planning’s iShares MBS ETF MBB Stock Holding History

Holistic Planning’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 		$756K Buy
7,962
+1,881
+31% +$180K 0.15% 127
2025
Q4 		$579K Buy
+6,081
New +$580K 0.12% 147

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

Holistic Planning's MBB Position: Q1 2026 in Review

Holistic Planning increased its iShares MBS ETF (MBB) stake by 31% in Q1 2026, buying an estimated $180K and bringing the position to 7,962 shares worth $756K. The position accounts for 0.15% of the portfolio, ranked #127.

Holistic Planning first reported a position in MBB in Q4 2025 and has held it in 2 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Holistic Planning held 7,962 shares of iShares MBS ETF worth $756K as of Q1 2026.
  • Holistic Planning bought 1,881 iShares MBS ETF shares in Q1 2026, an estimated $180K.
  • iShares MBS ETF made up 0.15% of Holistic Planning's portfolio in Q1 2026, its #127 holding.
  • Holistic Planning first reported a position in iShares MBS ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.