Obermeyer Wealth Partners’s iShares MBS ETF MBB Stock Holding History

Obermeyer Wealth Partners’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	$241K	Sell	2,541 -301	-11%	-$28.8K	0.01%	263
2025 Q4	$271K	Buy	2,842 +189	+7%	+$18K	0.01%	253
2025 Q3	$252K	Buy	+2,653	New	+$249K	0.01%	255
2022 Q4	–	Sell	-3,407	Closed	-$312K	–	230
2022 Q3	$312K	Hold	3,407	–	–	0.03%	144
2022 Q2	$332K	Hold	3,407	–	–	0.02%	135
2022 Q1	$347K	Hold	3,407	–	–	0.02%	151
2021 Q4	$366K	Buy	+3,407	New	+$367K	0.02%	148
2021 Q3	–	Sell	-3,407	Closed	-$369K	–	223
2021 Q2	$369K	Hold	3,407	–	–	0.02%	148
2021 Q1	$369K	Sell	3,407 -6	-0.2%	-$657	0.02%	143
2020 Q4	$376K	Buy	3,413 +6	+0.2%	+$661	0.03%	101
2020 Q3	$376K	Hold	3,407	–	–	0.03%	98
2020 Q2	$377K	Hold	3,407	–	–	0.03%	93
2020 Q1	$376K	Hold	3,407	–	–	0.04%	79
2019 Q4	$368K	Hold	3,407	–	–	0.03%	92
2019 Q3	$369K	Hold	3,407	–	–	0.03%	91
2019 Q2	$367K	Hold	3,407	–	–	0.03%	92
2019 Q1	$362K	Hold	3,407	–	–	0.03%	89
2018 Q4	$357K	Hold	3,407	–	–	0.04%	87
2018 Q3	$352K	Buy	+3,407	New	+$354K	0.03%	90

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

Obermeyer Wealth Partners's MBB Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its iShares MBS ETF (MBB) stake by 11% in Q1 2026, selling an estimated $28.8K and leaving 2,541 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #263.

Obermeyer Wealth Partners first reported a position in MBB in Q3 2018 and has held it in 19 quarters since. The position peaked at $377K in Q2 2020. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Obermeyer Wealth Partners held 2,541 shares of iShares MBS ETF worth $241K as of Q1 2026.
Obermeyer Wealth Partners sold 301 iShares MBS ETF shares in Q1 2026, an estimated $28.8K.
iShares MBS ETF made up 0.01% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #263 holding.
Obermeyer Wealth Partners first reported a position in iShares MBS ETF in Q3 2018 and has held it in 19 quarters since.
Obermeyer Wealth Partners's iShares MBS ETF position peaked at $377K in Q2 2020.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.