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Key Financial Inc’s iShares MBS ETF MBB Stock Holding History

Key Financial 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 		$17.2K Sell
181
-199
-52% -$19K ﹤0.01% 764
2025
Q4 		$36.2K Buy
380
+187
+97% +$17.8K 0.01% 598
2025
Q3 		$18.4K Sell
193
-241
-56% -$22.6K ﹤0.01% 724
2025
Q2 		$40.7K Hold
434
– – 0.01% 542
2025
Q1 		$40.7K Buy
434
+2
+0.5% +$185 0.01% 512
2024
Q4 		$39.6K Buy
432
+422
+4,220% +$39.3K 0.01% 517
2024
Q3 		$958 Hold
10
– – ﹤0.01% 1201
2024
Q2 		$918 Hold
10
– – ﹤0.01% 1193
2024
Q1 		$924 Hold
10
– – ﹤0.01% 1193
2023
Q4 		$941 Hold
10
– – ﹤0.01% 1187
2023
Q3 		$888 Hold
10
– – ﹤0.01% 1206
2023
Q2 		$933 Hold
10
– – ﹤0.01% 1250
2023
Q1 		$947 Hold
10
– – ﹤0.01% 1044
2022
Q4 		$916 Hold
10
– – ﹤0.01% 1043
2022
Q3 		$1K Hold
10
– – ﹤0.01% 1052
2022
Q2 		$1K Hold
10
– – ﹤0.01% 1035
2022
Q1 		$1K Hold
10
– – ﹤0.01% 1020
2021
Q4 		$1K Sell
10
-61
-86% -$6.57K ﹤0.01% 907
2021
Q3 		$8K Hold
71
– – ﹤0.01% 621
2021
Q2 		$8K Hold
71
– – ﹤0.01% 615
2021
Q1 		$8K Hold
71
– – 0.01% 525
2020
Q4 		$8K Buy
+71
New +$7.82K 0.01% 487
2020
Q2 		– Sell
-71
Closed -$8K – 402
2020
Q1 		$8K Buy
+71
New +$7.73K 0.01% 436

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

Key Financial Inc's MBB Position: Q1 2026 in Review

Key Financial Inc reduced its iShares MBS ETF (MBB) stake by 52% in Q1 2026, selling an estimated $19K and leaving 181 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Key Financial Inc first reported a position in MBB in Q1 2020 and has held it in 23 quarters since. The position peaked at $40.7K in Q2 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Key Financial Inc held 181 shares of iShares MBS ETF worth $17.2K as of Q1 2026.
  • Key Financial Inc sold 199 iShares MBS ETF shares in Q1 2026, an estimated $19K.
  • iShares MBS ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #764 holding.
  • Key Financial Inc first reported a position in iShares MBS ETF in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's iShares MBS ETF position peaked at $40.7K in Q2 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.