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Meramec Financial Planners’s iShares MBS ETF MBB Stock Holding History

Meramec Financial Planners’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
-214
Closed -$20.4K – 533
2025
Q4 		$20.4K Buy
+214
New +$20.4K 0.01% 278

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Meramec Financial Planners's MBB Position: Q1 2026 in Review

Meramec Financial Planners sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 214 shares — an estimated $20.4K sold.

Meramec Financial Planners first reported a position in MBB in Q4 2025 and held it in 1 quarter. The position peaked at $20.4K in Q4 2025. 1,031 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Meramec Financial Planners reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
  • Meramec Financial Planners sold 214 iShares MBS ETF shares in Q1 2026, an estimated $20.4K.
  • Meramec Financial Planners first reported a position in iShares MBS ETF in Q4 2025 and held it in 1 quarter.
  • Meramec Financial Planners's iShares MBS ETF position peaked at $20.4K in Q4 2025.
  • 1,031 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Meramec Financial Planners's 13F filing for Q1 2026, filed 27 Apr 2026.