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Keystone Financial Services (Colorado)’s iShares MBS ETF MBB Stock Holding History

Keystone Financial Services (Colorado)’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 		$6.57M Buy
69,202
+4,674
+7% +$447K 1.93% 17
2025
Q4 		$6.14M Buy
64,528
+4,565
+8% +$435K 1.85% 14
2025
Q3 		$5.71M Buy
59,963
+1,212
+2% +$114K 1.77% 15
2025
Q2 		$5.52M Buy
58,751
+3,764
+7% +$349K 1.88% 15
2025
Q1 		$5.16M Sell
54,987
-14,993
-21% -$1.39M 1.97% 14
2024
Q4 		$6.42M Buy
69,980
+1,018
+1% +$94.8K 2.46% 11
2024
Q3 		$6.61M Sell
68,962
-430
-0.6% -$40.6K 2.56% 11
2024
Q2 		$6.37M Buy
69,392
+3,904
+6% +$356K 2.64% 9
2024
Q1 		$6.05M Buy
65,488
+4,695
+8% +$434K 2.64% 10
2023
Q4 		$5.72M Sell
60,793
-1,547
-2% -$139K 2.7% 8
2023
Q3 		$5.54M Sell
62,340
-20,110
-24% -$1.84M 2.93% 8
2023
Q2 		$7.69M Buy
82,450
+2,179
+3% +$205K 3.93% 9
2023
Q1 		$7.6M Buy
80,271
+2,283
+3% +$216K 4.07% 8
2022
Q4 		$7.48M Buy
77,988
+11,638
+18% +$1.07M 4.02% 7
2022
Q3 		$6.03M Buy
66,350
+58,479
+743% +$5.67M 3.51% 7
2022
Q2 		$781K Buy
7,871
+508
+7% +$49.8K 0.42% 26
2022
Q1 		$718K Sell
7,363
-713
-9% -$74.4K 0.41% 29
2021
Q4 		$867K Buy
+8,076
New +$869K 0.44% 28

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

Keystone Financial Services (Colorado)'s MBB Position: Q1 2026 in Review

Keystone Financial Services (Colorado) increased its iShares MBS ETF (MBB) stake by 7.2% in Q1 2026, buying an estimated $447K and bringing the position to 69,202 shares worth $6.57M. The position accounts for 1.93% of the portfolio, ranked #17.

Keystone Financial Services (Colorado) first reported a position in MBB in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.69M in Q2 2023. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Keystone Financial Services (Colorado) held 69,202 shares of iShares MBS ETF worth $6.57M as of Q1 2026.
  • Keystone Financial Services (Colorado) bought 4,674 iShares MBS ETF shares in Q1 2026, an estimated $447K.
  • iShares MBS ETF made up 1.93% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #17 holding.
  • Keystone Financial Services (Colorado) first reported a position in iShares MBS ETF in Q4 2021 and has held it in 18 quarters since.
  • Keystone Financial Services (Colorado)'s iShares MBS ETF position peaked at $7.69M in Q2 2023.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.