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McKinley Carter Wealth Services’s iShares MBS ETF MBB Stock Holding History

McKinley Carter Wealth Services’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 		$16.7M Buy
176,215
+104,475
+146% +$9.98M 0.96% 19
2025
Q4 		$6.83M Buy
71,740
+22,107
+45% +$2.11M 0.38% 61
2025
Q3 		$4.72M Sell
49,633
-1,041
-2% -$97.8K 0.25% 75
2025
Q2 		$4.76M Sell
50,674
-603
-1% -$55.9K 0.26% 73
2025
Q1 		$4.81M Sell
51,277
-36,425
-42% -$3.37M 0.3% 67
2024
Q4 		$8.04M Buy
87,702
+5,010
+6% +$466K 0.49% 47
2024
Q3 		$7.92M Buy
82,692
+1,640
+2% +$155K 0.48% 47
2024
Q2 		$7.44M Buy
81,052
+1,248
+2% +$114K 0.47% 51
2024
Q1 		$7.38M Sell
79,804
-52,801
-40% -$4.88M 0.49% 51
2023
Q4 		$12.5M Buy
132,605
+712
+0.5% +$63.9K 0.91% 24
2023
Q3 		$11.7M Buy
131,893
+9,745
+8% +$891K 0.93% 24
2023
Q2 		$11.4M Buy
122,148
+10,193
+9% +$959K 0.86% 25
2023
Q1 		$10.6M Buy
111,955
+30,173
+37% +$2.85M 0.83% 26
2022
Q4 		$7.59M Sell
81,782
-6,604
-7% -$609K 0.64% 32
2022
Q3 		$8.09M Buy
88,386
+1,419
+2% +$138K 0.75% 27
2022
Q2 		$8.48M Buy
86,967
+1,890
+2% +$185K 0.75% 27
2022
Q1 		$8.67M Buy
85,077
+11,063
+15% +$1.15M 0.68% 30
2021
Q4 		$7.95M Buy
74,014
+15,009
+25% +$1.62M 0.59% 39
2021
Q3 		$6.38M Buy
59,005
+5,575
+10% +$605K 0.52% 40
2021
Q2 		$5.78M Buy
53,430
+5,721
+12% +$620K 0.48% 46
2021
Q1 		$5.17M Buy
47,709
+43,561
+1,050% +$4.77M 0.44% 53
2020
Q4 		$457K Buy
+4,148
New +$457K 0.06% 171

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

McKinley Carter Wealth Services's MBB Position: Q1 2026 in Review

McKinley Carter Wealth Services increased its iShares MBS ETF (MBB) stake by 146% in Q1 2026, buying an estimated $9.98M and bringing the position to 176,215 shares worth $16.7M. The position accounts for 0.96% of the portfolio, ranked #19.

McKinley Carter Wealth Services first reported a position in MBB in Q4 2020 and has held it in 22 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • McKinley Carter Wealth Services held 176,215 shares of iShares MBS ETF worth $16.7M as of Q1 2026.
  • McKinley Carter Wealth Services bought 104,475 iShares MBS ETF shares in Q1 2026, an estimated $9.98M.
  • iShares MBS ETF made up 0.96% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #19 holding.
  • McKinley Carter Wealth Services first reported a position in iShares MBS ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.