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Maripau Wealth Management’s iShares MBS ETF MBB Stock Holding History

Maripau Wealth Management’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 		$1.1M Buy
11,637
+554
+5% +$52.9K 0.49% 48
2025
Q4 		$1.06M Sell
11,083
-468
-4% -$44.6K 0.49% 48
2025
Q3 		$1.1M Sell
11,551
-2,488
-18% -$234K 0.55% 46
2025
Q2 		$1.32M Sell
14,039
-8,177
-37% -$758K 0.66% 41
2025
Q1 		$2.08M Sell
22,216
-9,112
-29% -$843K 1.2% 20
2024
Q4 		$2.87M Buy
31,328
+2,149
+7% +$200K 1.7% 16
2024
Q3 		$2.8M Buy
29,179
+2,159
+8% +$204K 2.42% 13
2024
Q2 		$2.48M Buy
27,020
+2,482
+10% +$226K 1.69% 12
2024
Q1 		$2.27M Sell
24,538
-620
-2% -$57.3K 1.7% 12
2023
Q4 		$2.37M Sell
25,158
-1,368
-5% -$123K 2.06% 10
2023
Q3 		$2.36M Sell
26,526
-5,998
-18% -$548K 2.17% 10
2023
Q2 		$3.03M Buy
32,524
+3,652
+13% +$343K 2.7% 9
2023
Q1 		$2.74M Sell
28,872
-829
-3% -$78.3K 2.84% 12
2022
Q4 		$2.85M Buy
29,701
+6,724
+29% +$620K 2.97% 11
2022
Q3 		$2.08M Buy
22,977
+16,420
+250% +$1.59M 2.24% 10
2022
Q2 		$659K Sell
6,557
-223
-3% -$21.9K 0.71% 32
2022
Q1 		$666K Buy
6,780
+1,179
+21% +$123K 0.6% 38
2021
Q4 		$581K Buy
+5,601
New +$603K 0.55% 44

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

Maripau Wealth Management's MBB Position: Q1 2026 in Review

Maripau Wealth Management increased its iShares MBS ETF (MBB) stake by 5% in Q1 2026, buying an estimated $52.9K and bringing the position to 11,637 shares worth $1.1M. The position accounts for 0.49% of the portfolio, ranked #48.

Maripau Wealth Management first reported a position in MBB in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.03M in Q2 2023. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Maripau Wealth Management held 11,637 shares of iShares MBS ETF worth $1.1M as of Q1 2026.
  • Maripau Wealth Management bought 554 iShares MBS ETF shares in Q1 2026, an estimated $52.9K.
  • iShares MBS ETF made up 0.49% of Maripau Wealth Management's portfolio in Q1 2026, its #48 holding.
  • Maripau Wealth Management first reported a position in iShares MBS ETF in Q4 2021 and has held it in 18 quarters since.
  • Maripau Wealth Management's iShares MBS ETF position peaked at $3.03M in Q2 2023.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.