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MKT Advisors’s iShares MBS ETF MBB Stock Holding History

MKT 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 		– Sell
-2,611
Closed -$249K – 163
2025
Q4 		$249K Sell
2,611
-50
-2% -$4.77K 0.09% 141
2025
Q3 		$253K Buy
2,661
+6
+0.2% +$564 0.09% 139
2025
Q2 		$248K Sell
2,655
-966
-27% -$89.5K 0.1% 139
2025
Q1 		$337K Sell
3,621
-1,576
-30% -$146K 0.16% 92
2024
Q4 		$476K Sell
5,197
-2,311
-31% -$215K 0.21% 72
2024
Q3 		$718K Buy
7,508
+955
+15% +$90.3K 0.34% 46
2024
Q2 		$604K Buy
6,553
+441
+7% +$40.2K 0.3% 54
2024
Q1 		$551K Buy
6,112
+1,229
+25% +$114K 0.3% 62
2023
Q4 		$454K Buy
4,883
+1,753
+56% +$157K 0.3% 71
2023
Q3 		$274K Buy
3,130
+575
+23% +$52.6K 0.21% 99
2023
Q2 		$237K Buy
2,555
+271
+12% +$25.5K 0.17% 116
2023
Q1 		$219K Buy
2,284
+177
+8% +$16.7K 0.16% 125
2022
Q4 		$201K Buy
+2,107
New +$194K 0.15% 136

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

MKT Advisors's MBB Position: Q1 2026 in Review

MKT Advisors sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 2,611 shares — an estimated $249K sold.

MKT Advisors first reported a position in MBB in Q4 2022 and held it in 13 quarters. The position peaked at $718K in Q3 2024. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • MKT Advisors reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
  • MKT Advisors sold 2,611 iShares MBS ETF shares in Q1 2026, an estimated $249K.
  • MKT Advisors first reported a position in iShares MBS ETF in Q4 2022 and held it in 13 quarters.
  • MKT Advisors's iShares MBS ETF position peaked at $718K in Q3 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on MKT Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.