MONECO Advisors’s iShares MBS ETF MBB Stock Holding History

MONECO 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	$412K	Sell	4,344 -830	-16%	-$79.3K	0.03%	339
2025 Q4	$493K	Buy	5,174 +96	+2%	+$9.16K	0.04%	305
2025 Q3	$483K	Sell	5,078 -69	-1%	-$6.48K	0.04%	310
2025 Q2	$483K	Buy	5,147 +314	+6%	+$29.1K	0.05%	302
2025 Q1	$453K	Buy	4,833 +526	+12%	+$48.6K	0.05%	302
2024 Q4	$395K	Buy	+4,307	New	+$401K	0.04%	321
2024 Q3	–	Sell	-3,151	Closed	-$289K	–	442
2024 Q2	$289K	Sell	3,151 -302	-9%	-$27.5K	0.04%	326
2024 Q1	$319K	Sell	3,453 -288	-8%	-$26.6K	0.05%	309
2023 Q4	$352K	Sell	3,741 -1,696	-31%	-$152K	0.07%	262
2023 Q3	$483K	Buy	5,437 +576	+12%	+$52.6K	0.13%	184
2023 Q2	$453K	Sell	4,861 -1,100	-18%	-$103K	0.12%	186
2023 Q1	$565K	Buy	+5,961	New	+$563K	0.17%	144

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

MONECO Advisors's MBB Position: Q1 2026 in Review

MONECO Advisors reduced its iShares MBS ETF (MBB) stake by 16% in Q1 2026, selling an estimated $79.3K and leaving 4,344 shares worth $412K. The position accounts for 0.03% of the portfolio, ranked #339.

MONECO Advisors first reported a position in MBB in Q1 2023 and has held it in 12 quarters since. The position peaked at $565K in Q1 2023. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

MONECO Advisors held 4,344 shares of iShares MBS ETF worth $412K as of Q1 2026.
MONECO Advisors sold 830 iShares MBS ETF shares in Q1 2026, an estimated $79.3K.
iShares MBS ETF made up 0.03% of MONECO Advisors's portfolio in Q1 2026, its #339 holding.
MONECO Advisors first reported a position in iShares MBS ETF in Q1 2023 and has held it in 12 quarters since.
MONECO Advisors's iShares MBS ETF position peaked at $565K in Q1 2023.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.