MPW
MBB icon

MA Private Wealth’s iShares MBS ETF MBB Stock Holding History

MA Private Wealth’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 		$2.28M Buy
24,024
+1,784
+8% +$170K 0.39% 34
2025
Q4 		$2.12M Buy
22,240
+26
+0.1% +$2.48K 0.35% 34
2025
Q3 		$2.11M Hold
22,214
– – 0.36% 35
2025
Q2 		$2.09M Sell
22,214
-1,075
-5% -$99.6K 0.37% 35
2025
Q1 		$2.18M Buy
23,289
+1,151
+5% +$106K 0.41% 29
2024
Q4 		$2.03M Buy
22,138
+1,942
+10% +$181K 0.38% 29
2024
Q3 		$1.93M Buy
20,196
+173
+0.9% +$16.4K 0.36% 30
2024
Q2 		$1.84M Sell
20,023
-23,306
-54% -$2.12M 0.36% 30
2024
Q1 		$4M Buy
43,329
+37,807
+685% +$3.5M 0.81% 23
2023
Q4 		$520K Sell
5,522
-1,417
-20% -$127K 0.11% 54
2023
Q3 		$616K Sell
6,939
-86
-1% -$7.86K 0.15% 49
2023
Q2 		$655K Buy
7,025
+92
+1% +$8.65K 0.15% 47
2023
Q1 		$657K Sell
6,933
-1,644
-19% -$155K 0.16% 46
2022
Q4 		$796K Buy
8,577
+2,235
+35% +$206K 0.19% 45
2022
Q3 		$562K Sell
6,342
-57
-0.9% -$5.53K 0.14% 45
2022
Q2 		$626K Buy
+6,399
New +$628K 0.15% 45

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

MA Private Wealth's MBB Position: Q1 2026 in Review

MA Private Wealth increased its iShares MBS ETF (MBB) stake by 8% in Q1 2026, buying an estimated $170K and bringing the position to 24,024 shares worth $2.28M. The position accounts for 0.39% of the portfolio, ranked #34.

MA Private Wealth first reported a position in MBB in Q2 2022 and has held it in 16 quarters since. The position peaked at $4M in Q1 2024. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • MA Private Wealth held 24,024 shares of iShares MBS ETF worth $2.28M as of Q1 2026.
  • MA Private Wealth bought 1,784 iShares MBS ETF shares in Q1 2026, an estimated $170K.
  • iShares MBS ETF made up 0.39% of MA Private Wealth's portfolio in Q1 2026, its #34 holding.
  • MA Private Wealth first reported a position in iShares MBS ETF in Q2 2022 and has held it in 16 quarters since.
  • MA Private Wealth's iShares MBS ETF position peaked at $4M in Q1 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on MA Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.