MWA
MBB icon

Medallion Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Medallion Wealth 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 		$22.5K Buy
237
+1
+0.4% +$96 0.01% 636
2025
Q4 		$22.5K Hold
236
– – 0.01% 619
2025
Q3 		$22.4K Buy
236
+1
+0.4% +$94 0.01% 612
2025
Q2 		$22K Sell
235
-10
-4% -$927 0.01% 603
2025
Q1 		$23K Buy
245
+2
+0.8% +$185 0.01% 553
2024
Q4 		$22.3K Buy
+243
New +$22.6K 0.01% 546

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 $83.7B AUM 27.22% 1-Year Est. Return

Medallion Wealth Advisors's MBB Position: Q1 2026 in Review

Medallion Wealth Advisors increased its iShares MBS ETF (MBB) stake by 0.42% in Q1 2026, buying an estimated $96 and bringing the position to 237 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #636.

Medallion Wealth Advisors first reported a position in MBB in Q4 2024 and has held it in 6 quarters since. The position peaked at $23K in Q1 2025. 1,021 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Medallion Wealth Advisors held 237 shares of iShares MBS ETF worth $22.5K as of Q1 2026.
  • Medallion Wealth Advisors bought 1 iShares MBS ETF share in Q1 2026, an estimated $96.
  • iShares MBS ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #636 holding.
  • Medallion Wealth Advisors first reported a position in iShares MBS ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's iShares MBS ETF position peaked at $23K in Q1 2025.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.