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

Keebeck 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	$6.96M	Buy	73,320 +56,679	+341%	+$5.41M	0.78%	30
2025 Q4	$1.58M	Buy	16,641 +2,765	+20%	+$264K	0.18%	122
2025 Q3	$1.32M	Buy	13,876 +5,553	+67%	+$522K	0.16%	131
2025 Q2	$781K	Sell	8,323 -8,439	-50%	-$782K	0.1%	154
2025 Q1	$1.57M	Buy	16,762 +2,802	+20%	+$259K	0.23%	104
2024 Q4	$1.28M	Buy	13,960 +1,647	+13%	+$153K	0.18%	115
2024 Q3	$1.18M	Buy	12,313 +2,805	+30%	+$265K	0.17%	122
2024 Q2	$873K	Buy	9,508 +595	+7%	+$54.2K	0.13%	140
2024 Q1	$824K	Buy	8,913 +694	+8%	+$64.2K	0.12%	147
2023 Q4	$773K	Buy	8,219 +657	+9%	+$58.9K	0.13%	144
2023 Q3	$672K	Sell	7,562 -1,972	-21%	-$180K	0.12%	143
2023 Q2	$889K	Buy	9,534 +886	+10%	+$83.3K	0.12%	135
2023 Q1	$819K	Buy	8,648 +1,724	+25%	+$163K	0.13%	125
2022 Q4	$642K	Buy	+6,924	New	+$639K	0.11%	133

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

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

Keebeck Wealth Management increased its iShares MBS ETF (MBB) stake by 341% in Q1 2026, buying an estimated $5.41M and bringing the position to 73,320 shares worth $6.96M. The position accounts for 0.78% of the portfolio, ranked #30.

Keebeck Wealth Management first reported a position in MBB in Q4 2022 and has held it in 14 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Keebeck Wealth Management held 73,320 shares of iShares MBS ETF worth $6.96M as of Q1 2026.
Keebeck Wealth Management bought 56,679 iShares MBS ETF shares in Q1 2026, an estimated $5.41M.
iShares MBS ETF made up 0.78% of Keebeck Wealth Management's portfolio in Q1 2026, its #30 holding.
Keebeck Wealth Management first reported a position in iShares MBS ETF in Q4 2022 and has held it in 14 quarters since.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.