JIP
MBB icon

Jaffetilchin Investment Partners’s iShares MBS ETF MBB Stock Holding History

Jaffetilchin Investment 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 		$355K Buy
3,738
+21
+0.6% +$2.01K 0.02% 333
2025
Q4 		$354K Buy
3,717
+45
+1% +$4.29K 0.02% 329
2025
Q3 		$349K Sell
3,672
-48
-1% -$4.51K 0.02% 324
2025
Q2 		$349K Sell
3,720
-25
-0.7% -$2.32K 0.02% 313
2025
Q1 		$351K Buy
3,745
+195
+5% +$18K 0.03% 293
2024
Q4 		$325K Sell
3,550
-4,237
-54% -$395K 0.02% 294
2024
Q3 		$746K Buy
7,787
+87
+1% +$8.22K 0.06% 183
2024
Q2 		$707K Buy
7,700
+4
+0.1% +$364 0.06% 174
2024
Q1 		$711K Sell
7,696
-25,031
-76% -$2.32M 0.06% 171
2023
Q4 		$3.08M Buy
32,727
+19,331
+144% +$1.73M 0.3% 60
2023
Q3 		$1.19M Sell
13,396
-3,625
-21% -$331K 0.13% 100
2023
Q2 		$1.59M Sell
17,021
-22,675
-57% -$2.13M 0.17% 88
2023
Q1 		$3.76M Sell
39,696
-90,413
-69% -$8.54M 0.43% 52
2022
Q4 		$12.1M Buy
+130,109
New +$12M 1.47% 15
2020
Q4 		– Sell
-3,430
Closed -$379K – 289
2020
Q3 		$379K Buy
+3,430
New +$379K 0.07% 165
2020
Q2 		– Sell
-23,234
Closed -$2.57M – 225
2020
Q1 		$2.57M Buy
23,234
+2,286
+11% +$249K 0.91% 20
2019
Q4 		$2.26M Buy
20,948
+302
+1% +$32.6K 0.49% 41
2019
Q3 		$2.24M Buy
20,646
+7,041
+52% +$760K 0.53% 35
2019
Q2 		$1.46M Buy
13,605
+2,754
+25% +$293K 0.34% 48
2019
Q1 		$1.15M Buy
+10,851
New +$1.14M 0.26% 57

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

Jaffetilchin Investment Partners's MBB Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its iShares MBS ETF (MBB) stake by 0.56% in Q1 2026, buying an estimated $2.01K and bringing the position to 3,738 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #333.

Jaffetilchin Investment Partners first reported a position in MBB in Q1 2019 and has held it in 20 quarters since. The position peaked at $12.1M in Q4 2022. 1,020 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Jaffetilchin Investment Partners held 3,738 shares of iShares MBS ETF worth $355K as of Q1 2026.
  • Jaffetilchin Investment Partners bought 21 iShares MBS ETF shares in Q1 2026, an estimated $2.01K.
  • iShares MBS ETF made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #333 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares MBS ETF in Q1 2019 and has held it in 20 quarters since.
  • Jaffetilchin Investment Partners's iShares MBS ETF position peaked at $12.1M in Q4 2022.
  • 1,020 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.