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Kelman-Lazarov Inc’s iShares MBS ETF MBB Stock Holding History

Kelman-Lazarov Inc’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 		$23.7M Buy
249,955
+5,610
+2% +$536K 3.4% 11
2025
Q4 		$23.3M Buy
244,345
+17,792
+8% +$1.7M 3.32% 11
2025
Q3 		$21.6M Buy
226,553
+13,469
+6% +$1.27M 3.2% 12
2025
Q2 		$20M Buy
213,084
+5,703
+3% +$528K 3.24% 11
2025
Q1 		$19.4M Buy
207,381
+48,025
+30% +$4.44M 3.53% 10
2024
Q4 		$14.6M Buy
159,356
+17,702
+12% +$1.65M 2.63% 14
2024
Q3 		$13.6M Buy
141,654
+13,622
+11% +$1.29M 2.34% 15
2024
Q2 		$11.8M Buy
128,032
+40,277
+46% +$3.67M 2.19% 15
2024
Q1 		$8.11M Buy
87,755
+20,714
+31% +$1.92M 1.59% 17
2023
Q4 		$6.31M Buy
67,041
+63,809
+1,974% +$5.72M 1.37% 17
2023
Q3 		$287K Buy
+3,232
New +$295K 0.07% 82

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 $83.7B AUM 27.22% 1-Year Est. Return

Kelman-Lazarov Inc's MBB Position: Q1 2026 in Review

Kelman-Lazarov Inc increased its iShares MBS ETF (MBB) stake by 2.3% in Q1 2026, buying an estimated $536K and bringing the position to 249,955 shares worth $23.7M. The position accounts for 3.4% of the portfolio, ranked #11.

Kelman-Lazarov Inc first reported a position in MBB in Q3 2023 and has held it in 11 quarters since. 1,021 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Kelman-Lazarov Inc held 249,955 shares of iShares MBS ETF worth $23.7M as of Q1 2026.
  • Kelman-Lazarov Inc bought 5,610 iShares MBS ETF shares in Q1 2026, an estimated $536K.
  • iShares MBS ETF made up 3.4% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #11 holding.
  • Kelman-Lazarov Inc first reported a position in iShares MBS ETF in Q3 2023 and has held it in 11 quarters since.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.