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Midwest Heritage Bank’s iShares MBS ETF MBB Stock Holding History

Midwest Heritage Bank’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
-2,532
Closed -$241K – 59
2025
Q4 		$241K Sell
2,532
-415
-14% -$39.6K 0.08% 50
2025
Q3 		$280K Sell
2,947
-35
-1% -$3.29K 0.1% 50
2025
Q2 		$280K Buy
2,982
+116
+4% +$10.7K 0.11% 47
2025
Q1 		$269K Sell
2,866
-821
-22% -$75.9K 0.11% 48
2024
Q4 		$338K Sell
3,687
-882
-19% -$82.1K 0.16% 41
2024
Q3 		$438K Buy
4,569
+10
+0.2% +$945 0.2% 35
2024
Q2 		$419K Sell
4,559
-298
-6% -$27.1K 0.21% 36
2024
Q1 		$449K Buy
4,857
+434
+10% +$40.1K 0.24% 35
2023
Q4 		$416K Hold
4,423
– – 0.28% 33
2023
Q3 		$393K Buy
4,423
+162
+4% +$14.8K 0.3% 33
2023
Q2 		$397K Sell
4,261
-193
-4% -$18.2K 0.3% 32
2023
Q1 		$422K Sell
4,454
-2,704
-38% -$255K 0.34% 32
2022
Q4 		$664K Sell
7,158
-1,101
-13% -$102K 0.64% 30
2022
Q3 		$756K Sell
8,259
-1,652
-17% -$160K 0.79% 29
2022
Q2 		$966K Sell
9,911
-1,818
-16% -$178K 0.87% 22
2022
Q1 		$1.2M Sell
11,729
-4,143
-26% -$432K 0.94% 21
2021
Q4 		$1.71M Buy
+15,872
New +$1.71M 1.66% 18

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 $424B AUM 22.96% 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

Midwest Heritage Bank's MBB Position: Q1 2026 in Review

Midwest Heritage Bank sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 2,532 shares — an estimated $241K sold.

Midwest Heritage Bank first reported a position in MBB in Q4 2021 and held it in 17 quarters. The position peaked at $1.71M in Q4 2021. 1,022 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Midwest Heritage Bank reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
  • Midwest Heritage Bank sold 2,532 iShares MBS ETF shares in Q1 2026, an estimated $241K.
  • Midwest Heritage Bank first reported a position in iShares MBS ETF in Q4 2021 and held it in 17 quarters.
  • Midwest Heritage Bank's iShares MBS ETF position peaked at $1.71M in Q4 2021.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Midwest Heritage Bank's 13F filing for Q1 2026, filed 15 Apr 2026.