IFC & Insurance Marketing’s iShares MBS ETF MBB Stock Holding History

IFC & Insurance Marketing’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	-28	Closed	-$3K	–	438
2025 Q4	$3K	Buy	+28	New	+$2.67K	﹤0.01%	600

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

IFC & Insurance Marketing's MBB Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 28 shares — an estimated $3K sold.

IFC & Insurance Marketing first reported a position in MBB in Q4 2025 and held it in 1 quarter. The position peaked at $3K in Q4 2025. 1,026 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

IFC & Insurance Marketing reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
IFC & Insurance Marketing sold 28 iShares MBS ETF shares in Q1 2026, an estimated $3K.
IFC & Insurance Marketing first reported a position in iShares MBS ETF in Q4 2025 and held it in 1 quarter.
IFC & Insurance Marketing's iShares MBS ETF position peaked at $3K in Q4 2025.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.