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Impact Partnership Wealth’s iShares MBS ETF MBB Stock Holding History

Impact Partnership Wealth’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 		$13.6M Buy
143,460
+58,583
+69% +$5.6M 1.68% 14
2025
Q4 		$8.08M Buy
84,877
+15,073
+22% +$1.44M 1.04% 18
2025
Q3 		$6.64M Sell
69,804
-11,662
-14% -$1.1M 0.99% 18
2025
Q2 		$7.65M Sell
81,466
-4,755
-6% -$441K 1.41% 17
2025
Q1 		$8.09M Buy
86,221
+21,939
+34% +$2.03M 1.73% 15
2024
Q4 		$5.89M Sell
64,282
-15,539
-19% -$1.45M 1.19% 16
2024
Q3 		$7.65M Buy
79,821
+41,945
+111% +$3.96M 1.73% 15
2024
Q2 		$3.48M Buy
37,876
+16,694
+79% +$1.52M 0.91% 19
2024
Q1 		$1.96M Sell
21,182
-13,838
-40% -$1.28M 0.78% 18
2023
Q4 		$3.29M Buy
35,020
+17,399
+99% +$1.56M 1.2% 15
2023
Q3 		$1.56M Buy
17,621
+696
+4% +$63.6K 0.49% 26
2023
Q2 		$1.58M Buy
+16,925
New +$1.59M 0.55% 16

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

Impact Partnership Wealth's MBB Position: Q1 2026 in Review

Impact Partnership Wealth increased its iShares MBS ETF (MBB) stake by 69% in Q1 2026, buying an estimated $5.6M and bringing the position to 143,460 shares worth $13.6M. The position accounts for 1.68% of the portfolio, ranked #14.

Impact Partnership Wealth first reported a position in MBB in Q2 2023 and has held it in 12 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Impact Partnership Wealth held 143,460 shares of iShares MBS ETF worth $13.6M as of Q1 2026.
  • Impact Partnership Wealth bought 58,583 iShares MBS ETF shares in Q1 2026, an estimated $5.6M.
  • iShares MBS ETF made up 1.68% of Impact Partnership Wealth's portfolio in Q1 2026, its #14 holding.
  • Impact Partnership Wealth first reported a position in iShares MBS ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.