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Legacy Capital Group California’s iShares MBS ETF MBB Stock Holding History

Legacy Capital Group California’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 		$435K Sell
4,583
-339
-7% -$32.4K 0.17% 191
2025
Q4 		$469K Buy
4,922
+811
+20% +$77.4K 0.11% 220
2025
Q3 		$391K Sell
4,111
-152
-4% -$14.3K 0.1% 244
2025
Q2 		$400K Sell
4,263
-1,232
-22% -$114K 0.11% 214
2025
Q1 		$515K Buy
5,495
+118
+2% +$10.9K 0.18% 164
2024
Q4 		$493K Sell
5,377
-133
-2% -$12.4K 0.15% 180
2024
Q3 		$528K Hold
5,510
– – 0.18% 166
2024
Q2 		$506K Sell
5,510
-1,381
-20% -$126K 0.18% 165
2024
Q1 		$637K Sell
6,891
-342
-5% -$31.6K 0.24% 139
2023
Q4 		$680K Sell
7,233
-1,121
-13% -$101K 0.26% 124
2023
Q3 		$742K Sell
8,354
-10
-0.1% -$914 0.32% 90
2023
Q2 		$780K Sell
8,364
-276
-3% -$26K 0.32% 85
2023
Q1 		$818K Buy
+8,640
New +$816K 0.4% 68

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

Legacy Capital Group California's MBB Position: Q1 2026 in Review

Legacy Capital Group California reduced its iShares MBS ETF (MBB) stake by 6.9% in Q1 2026, selling an estimated $32.4K and leaving 4,583 shares worth $435K. The position accounts for 0.17% of the portfolio, ranked #191.

Legacy Capital Group California first reported a position in MBB in Q1 2023 and has held it in 13 quarters since. The position peaked at $818K in Q1 2023. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Legacy Capital Group California held 4,583 shares of iShares MBS ETF worth $435K as of Q1 2026.
  • Legacy Capital Group California sold 339 iShares MBS ETF shares in Q1 2026, an estimated $32.4K.
  • iShares MBS ETF made up 0.17% of Legacy Capital Group California's portfolio in Q1 2026, its #191 holding.
  • Legacy Capital Group California first reported a position in iShares MBS ETF in Q1 2023 and has held it in 13 quarters since.
  • Legacy Capital Group California's iShares MBS ETF position peaked at $818K in Q1 2023.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.