LifePlan Investment Advisors’s iShares MBS ETF MBB Stock Holding History

LifePlan Investment Advisors’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	$2.03M	Buy	21,330 +2,003	+10%	+$191K	0.8%	42
2025 Q4	$1.84M	Buy	19,327 +1,193	+7%	+$114K	0.75%	44
2025 Q3	$1.73M	Buy	18,134 +2,301	+15%	+$216K	0.72%	43
2025 Q2	$1.49M	Buy	15,833 +2,126	+16%	+$197K	0.74%	40
2025 Q1	$1.29M	Buy	13,707 +1,607	+13%	+$149K	0.74%	39
2024 Q4	$1.11M	Buy	12,100 +594	+5%	+$55.3K	0.69%	43
2024 Q3	$1.1M	Buy	11,506 +1,279	+13%	+$121K	0.7%	39
2024 Q2	$939K	Buy	10,227 +842	+9%	+$76.7K	0.68%	39
2024 Q1	$867K	Buy	9,385 +525	+6%	+$48.6K	0.69%	35
2023 Q4	$834K	Buy	8,860 +897	+11%	+$80.4K	0.76%	32
2023 Q3	$707K	Buy	7,963 +301	+4%	+$27.5K	0.75%	31
2023 Q2	$715K	Buy	+7,662	New	+$721K	0.8%	29

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LifePlan Investment Advisors's MBB Position: Q1 2026 in Review

LifePlan Investment Advisors increased its iShares MBS ETF (MBB) stake by 10% in Q1 2026, buying an estimated $191K and bringing the position to 21,330 shares worth $2.03M. The position accounts for 0.8% of the portfolio, ranked #42.

LifePlan Investment Advisors first reported a position in MBB in Q2 2023 and has held it in 12 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

LifePlan Investment Advisors held 21,330 shares of iShares MBS ETF worth $2.03M as of Q1 2026.
LifePlan Investment Advisors bought 2,003 iShares MBS ETF shares in Q1 2026, an estimated $191K.
iShares MBS ETF made up 0.8% of LifePlan Investment Advisors's portfolio in Q1 2026, its #42 holding.
LifePlan Investment Advisors first reported a position in iShares MBS ETF in Q2 2023 and has held it in 12 quarters since.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.