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

Larson 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 		$81.6K Sell
859
-312
-27% -$29.8K ﹤0.01% 1092
2025
Q4 		$112K Buy
1,171
+35
+3% +$3.34K ﹤0.01% 896
2025
Q3 		$108K Sell
1,136
-1,356
-54% -$127K ﹤0.01% 872
2025
Q2 		$234K Buy
2,492
+17
+0.7% +$1.57K 0.01% 631
2025
Q1 		$232K Sell
2,475
-2,088
-46% -$193K 0.01% 592
2024
Q4 		$418K Buy
4,563
+3,604
+376% +$336K 0.02% 399
2024
Q3 		$91.9K Hold
959
– – 0.01% 750
2024
Q2 		$88K Buy
959
+928
+2,994% +$84.5K 0.01% 678
2024
Q1 		$2.87K Hold
31
– – ﹤0.01% 1301
2023
Q4 		$2.92K Sell
31
-86
-74% -$7.71K ﹤0.01% 1296
2023
Q3 		$10.4K Buy
117
+83
+244% +$7.59K ﹤0.01% 985
2023
Q2 		$3.17K Hold
34
– – ﹤0.01% 1189
2023
Q1 		$3.22K Buy
34
+31
+1,033% +$2.93K ﹤0.01% 1164
2022
Q4 		$278 Hold
3
– – ﹤0.01% 1407
2022
Q3 		$0 Buy
+3
New +$291 ﹤0.01% 1358
2021
Q1 		– Sell
-185
Closed -$20K – 892
2020
Q4 		$20K Sell
185
-44
-19% -$4.84K 0.01% 373
2020
Q3 		$25K Buy
229
+15
+7% +$1.66K 0.01% 282
2020
Q2 		$24K Buy
214
+85
+66% +$9.41K 0.01% 271
2020
Q1 		$14K Sell
129
-17
-12% -$1.85K 0.01% 251
2019
Q4 		$16K Buy
+146
New +$15.8K 0.01% 247

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

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

Larson Financial Group reduced its iShares MBS ETF (MBB) stake by 27% in Q1 2026, selling an estimated $29.8K and leaving 859 shares worth $81.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Larson Financial Group first reported a position in MBB in Q4 2019 and has held it in 20 quarters since. The position peaked at $418K in Q4 2024. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Larson Financial Group held 859 shares of iShares MBS ETF worth $81.6K as of Q1 2026.
  • Larson Financial Group sold 312 iShares MBS ETF shares in Q1 2026, an estimated $29.8K.
  • iShares MBS ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1092 holding.
  • Larson Financial Group first reported a position in iShares MBS ETF in Q4 2019 and has held it in 20 quarters since.
  • Larson Financial Group's iShares MBS ETF position peaked at $418K in Q4 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.