Impact Capital Partners’s iShares MBS ETF MBB Stock Holding History

Impact Capital 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	-2,589	Closed	-$247K	–	283
2025 Q4	$247K	Buy	+2,589	New	+$247K	0.07%	251

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 $424B AUM 22.96% 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

Impact Capital Partners's MBB Position: Q1 2026 in Review

Impact Capital Partners sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 2,589 shares — an estimated $247K sold.

Impact Capital Partners first reported a position in MBB in Q4 2025 and held it in 1 quarter. The position peaked at $247K in Q4 2025. 1,022 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Impact Capital Partners reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
Impact Capital Partners sold 2,589 iShares MBS ETF shares in Q1 2026, an estimated $247K.
Impact Capital Partners first reported a position in iShares MBS ETF in Q4 2025 and held it in 1 quarter.
Impact Capital Partners's iShares MBS ETF position peaked at $247K in Q4 2025.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Impact Capital Partners's 13F filing for Q1 2026, filed 10 Apr 2026.