Inspire Advisors’s iShares MBS ETF MBB Stock Holding History

Inspire Advisors’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	$5.28M	Buy	55,573 +1,333	+2%	+$127K	0.43%	21
2025 Q4	$5.16M	Buy	54,240 +4,206	+8%	+$401K	0.48%	20
2025 Q3	$4.76M	Sell	50,034 -2,749	-5%	-$258K	0.46%	24
2025 Q2	$4.96M	Buy	52,783 +8,568	+19%	+$794K	0.51%	19
2025 Q1	$4.15M	Buy	44,215 +1,999	+5%	+$185K	0.48%	21
2024 Q4	$3.87M	Buy	42,216 +1,506	+4%	+$140K	0.47%	21
2024 Q3	$3.9M	Buy	40,710 +8,169	+25%	+$772K	0.47%	20
2024 Q2	$2.99M	Buy	+32,541	New	+$2.96M	0.4%	20
2021 Q1	–	Sell	-51	Closed	-$6K	–	462
2020 Q4	$6K	Buy	+51	New	+$5.62K	﹤0.01%	581

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 $374B AUM 17.66% 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 $74.2B AUM 21.09% 1-Year Est. Return

Inspire Advisors's MBB Position: Q1 2026 in Review

Inspire Advisors increased its iShares MBS ETF (MBB) stake by 2.5% in Q1 2026, buying an estimated $127K and bringing the position to 55,573 shares worth $5.28M. The position accounts for 0.43% of the portfolio, ranked #21.

Inspire Advisors first reported a position in MBB in Q4 2020 and has held it in 9 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Inspire Advisors held 55,573 shares of iShares MBS ETF worth $5.28M as of Q1 2026.
Inspire Advisors bought 1,333 iShares MBS ETF shares in Q1 2026, an estimated $127K.
iShares MBS ETF made up 0.43% of Inspire Advisors's portfolio in Q1 2026, its #21 holding.
Inspire Advisors first reported a position in iShares MBS ETF in Q4 2020 and has held it in 9 quarters since.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.