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IHT Wealth Management’s iShares MBS ETF MBB Stock Holding History

IHT Wealth Management’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 		$1.4M Buy
14,782
+3,579
+32% +$342K 0.03% 479
2025
Q4 		$1.07M Buy
11,203
+457
+4% +$43.6K 0.03% 531
2025
Q3 		$1.02M Sell
10,746
-19,985
-65% -$1.88M 0.03% 519
2025
Q2 		$2.89M Sell
30,731
-2,205
-7% -$204K 0.08% 243
2025
Q1 		$3.09M Sell
32,936
-2,301
-7% -$213K 0.1% 205
2024
Q4 		$3.23M Sell
35,237
-30,879
-47% -$2.88M 0.1% 194
2024
Q3 		$6.33M Buy
66,116
+33,346
+102% +$3.15M 0.18% 114
2024
Q2 		$3.01M Buy
32,770
+5,908
+22% +$538K 0.11% 180
2024
Q1 		$2.48M Buy
26,862
+8,607
+47% +$796K 0.1% 214
2023
Q4 		$1.72M Sell
18,255
-2,066
-10% -$185K 0.08% 248
2023
Q3 		$1.8M Buy
20,321
+7,886
+63% +$721K 0.09% 210
2023
Q2 		$1.16M Buy
12,435
+824
+7% +$77.5K 0.06% 306
2023
Q1 		$1.1M Sell
11,611
-776
-6% -$73.3K 0.06% 288
2022
Q4 		$1.15M Buy
12,387
+3,164
+34% +$292K 0.07% 272
2022
Q3 		$845K Buy
9,223
+5,739
+165% +$556K 0.06% 315
2022
Q2 		$340K Buy
3,484
+323
+10% +$31.7K 0.03% 488
2022
Q1 		$322K Sell
3,161
-167
-5% -$17.4K 0.02% 543
2021
Q4 		$358K Sell
3,328
-2,521
-43% -$271K 0.03% 544
2021
Q3 		$632K Sell
5,849
-7,522
-56% -$816K 0.05% 355
2021
Q2 		$1.45M Sell
13,371
-637
-5% -$69.1K 0.09% 237
2021
Q1 		$1.52M Sell
14,008
-1,545
-10% -$169K 0.11% 192
2020
Q4 		$1.71M Buy
15,553
+1,979
+15% +$218K 0.14% 155
2020
Q3 		$1.5M Buy
13,574
+5,980
+79% +$661K 0.15% 141
2020
Q2 		$841K Sell
7,594
-6,770
-47% -$750K 0.12% 197
2020
Q1 		$1.59M Sell
14,364
-25
-0.2% -$2.72K 0.23% 107
2019
Q4 		$1.55M Buy
14,389
+215
+2% +$23.2K 0.18% 135
2019
Q3 		$1.53M Sell
14,174
-4,891
-26% -$528K 0.21% 118
2019
Q2 		$2.05M Sell
19,065
-16,736
-47% -$1.78M 0.3% 81
2019
Q1 		$3.81M Buy
35,801
+19,913
+125% +$2.09M 0.63% 26
2018
Q4 		$1.66M Buy
15,888
+4,086
+35% +$420K 0.32% 85
2018
Q3 		$1.22M Sell
11,802
-123
-1% -$12.8K 0.26% 104
2018
Q2 		$1.24M Buy
11,925
+3,079
+35% +$320K 0.32% 86
2018
Q1 		$923K Sell
8,846
-260
-3% -$27.3K 0.25% 98
2017
Q4 		$969K Buy
9,106
+510
+6% +$54.4K 0.26% 103
2017
Q3 		$919K Sell
8,596
-1,053
-11% -$113K 0.39% 64
2017
Q2 		$7 Sell
9,649
-128
-1% -$13.7K ﹤0.01% 1041
2017
Q1 		$1.04M Buy
9,777
+230
+2% +$24.4K 0.7% 23
2016
Q4 		$1.02M Buy
+9,547
New +$1.03M 0.77% 21

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

IHT Wealth Management's MBB Position: Q1 2026 in Review

IHT Wealth Management increased its iShares MBS ETF (MBB) stake by 32% in Q1 2026, buying an estimated $342K and bringing the position to 14,782 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #479.

IHT Wealth Management first reported a position in MBB in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.33M in Q3 2024. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • IHT Wealth Management held 14,782 shares of iShares MBS ETF worth $1.4M as of Q1 2026.
  • IHT Wealth Management bought 3,579 iShares MBS ETF shares in Q1 2026, an estimated $342K.
  • iShares MBS ETF made up 0.03% of IHT Wealth Management's portfolio in Q1 2026, its #479 holding.
  • IHT Wealth Management first reported a position in iShares MBS ETF in Q4 2016 and has held it in 38 quarters since.
  • IHT Wealth Management's iShares MBS ETF position peaked at $6.33M in Q3 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.