Mach-1 Financial Group’s iShares MBS ETF MBB Stock Holding History

Mach-1 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	–	Sell	-13,446	Closed	-$1.28M	–	237
2025 Q4	$1.28M	Sell	13,446 -13,524	-50%	-$1.29M	0.26%	73
2025 Q3	$2.57M	Buy	+26,970	New	+$2.53M	0.41%	43
2025 Q2	–	Sell	-6,598	Closed	-$619K	–	270
2025 Q1	$619K	Buy	+6,598	New	+$610K	0.19%	120
2023 Q2	–	Sell	-101	Closed	-$9.29K	–	281
2023 Q1	$9.29K	Buy	+101	New	+$9.54K	0.06%	139
2022 Q4	–	Sell	-101	Closed	-$8K	–	334
2022 Q3	$8K	Hold	101	–	–	0.01%	244
2022 Q2	$9K	Buy	101 +97	+2,425%	+$9.51K	0.01%	253
2022 Q1	$0	Sell	4 -1	-20%	-$104	﹤0.01%	264
2021 Q4	$0	Buy	+5	New	+$538	﹤0.01%	272
2021 Q3	–	Sell	-14	Closed	-$1K	–	91
2021 Q2	$1K	Sell	14 -5	-26%	-$542	﹤0.01%	135
2021 Q1	$2K	Sell	19 -223	-92%	-$24.4K	﹤0.01%	159
2020 Q4	$26K	Buy	+242	New	+$26.6K	0.03%	83

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mach-1 Financial Group's MBB Position: Q1 2026 in Review

Mach-1 Financial Group sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 13,446 shares — an estimated $1.28M sold.

Mach-1 Financial Group first reported a position in MBB in Q4 2020 and held it in 11 quarters. The position peaked at $2.57M in Q3 2025. 1,026 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Mach-1 Financial Group reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
Mach-1 Financial Group sold 13,446 iShares MBS ETF shares in Q1 2026, an estimated $1.28M.
Mach-1 Financial Group first reported a position in iShares MBS ETF in Q4 2020 and held it in 11 quarters.
Mach-1 Financial Group's iShares MBS ETF position peaked at $2.57M in Q3 2025.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Mach-1 Financial Group's 13F filing for Q1 2026, filed 13 May 2026.