MSH Capital Advisors’s iShares MBS ETF MBB Stock Holding History

MSH Capital 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	$1.27M	Sell	13,376 -452	-3%	-$43.2K	0.27%	98
2025 Q4	$1.32M	Buy	13,828 +1,864	+16%	+$178K	0.28%	95
2025 Q3	$1.14M	Buy	11,964 +2,180	+22%	+$205K	0.31%	88
2025 Q2	$919K	Buy	9,784 +2,622	+37%	+$243K	0.26%	105
2025 Q1	$672K	Buy	7,162 +3,728	+109%	+$345K	0.21%	116
2024 Q4	$315K	Buy	3,434 +248	+8%	+$23.1K	0.1%	182
2024 Q3	$305K	Buy	3,186 +968	+44%	+$91.5K	0.09%	192
2024 Q2	$204K	Buy	+2,218	New	+$202K	0.07%	217
2023 Q4	–	Sell	-4,137	Closed	-$367K	–	223
2023 Q3	$367K	Sell	4,137 -611	-13%	-$55.8K	0.14%	153
2023 Q2	$443K	Buy	4,748 +784	+20%	+$73.7K	0.16%	138
2023 Q1	$376K	Buy	3,964 +1,031	+35%	+$97.4K	0.16%	140
2022 Q4	$272K	Buy	+2,933	New	+$271K	0.12%	162
2022 Q1	–	Sell	-2,199	Closed	-$236K	–	200
2021 Q4	$236K	Buy	+2,199	New	+$237K	0.11%	163

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

MSH Capital Advisors's MBB Position: Q1 2026 in Review

MSH Capital Advisors reduced its iShares MBS ETF (MBB) stake by 3.3% in Q1 2026, selling an estimated $43.2K and leaving 13,376 shares worth $1.27M. The position accounts for 0.27% of the portfolio, ranked #98.

MSH Capital Advisors first reported a position in MBB in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.32M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

MSH Capital Advisors held 13,376 shares of iShares MBS ETF worth $1.27M as of Q1 2026.
MSH Capital Advisors sold 452 iShares MBS ETF shares in Q1 2026, an estimated $43.2K.
iShares MBS ETF made up 0.27% of MSH Capital Advisors's portfolio in Q1 2026, its #98 holding.
MSH Capital Advisors first reported a position in iShares MBS ETF in Q4 2021 and has held it in 13 quarters since.
MSH Capital Advisors's iShares MBS ETF position peaked at $1.32M in Q4 2025.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.