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Kingdom Financial Group’s iShares MBS ETF MBB Stock Holding History

Kingdom Financial Group’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 		$256K Buy
2,700
+73
+3% +$6.97K 0.07% 132
2025
Q4 		$250K Sell
2,627
-4,055
-61% -$387K 0.08% 134
2025
Q3 		$636K Buy
+6,682
New +$628K 0.39% 41
2024
Q2 		– Sell
-2,719
Closed -$251K – 61
2024
Q1 		$251K Buy
+2,719
New +$251K 0.18% 49

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

Kingdom Financial Group's MBB Position: Q1 2026 in Review

Kingdom Financial Group increased its iShares MBS ETF (MBB) stake by 2.8% in Q1 2026, buying an estimated $6.97K and bringing the position to 2,700 shares worth $256K. The position accounts for 0.07% of the portfolio, ranked #132.

Kingdom Financial Group first reported a position in MBB in Q1 2024 and has held it in 4 quarters since. The position peaked at $636K in Q3 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Kingdom Financial Group held 2,700 shares of iShares MBS ETF worth $256K as of Q1 2026.
  • Kingdom Financial Group bought 73 iShares MBS ETF shares in Q1 2026, an estimated $6.97K.
  • iShares MBS ETF made up 0.07% of Kingdom Financial Group's portfolio in Q1 2026, its #132 holding.
  • Kingdom Financial Group first reported a position in iShares MBS ETF in Q1 2024 and has held it in 4 quarters since.
  • Kingdom Financial Group's iShares MBS ETF position peaked at $636K in Q3 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.