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Ogorek Anthony Joseph’s iShares MBS ETF MBB Stock Holding History

Ogorek Anthony Joseph’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
-76
Closed -$7K – 679
2025
Q4 		$7K Buy
76
+1
+1% +$95 ﹤0.01% 434
2025
Q3 		$7K Buy
75
+1
+1% +$94 ﹤0.01% 445
2025
Q2 		$7K Buy
74
+1
+1% +$93 ﹤0.01% 437
2025
Q1 		$6K Buy
+73
New +$6.75K ﹤0.01% 445

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

Ogorek Anthony Joseph's MBB Position: Q1 2026 in Review

Ogorek Anthony Joseph sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 76 shares — an estimated $7K sold.

Ogorek Anthony Joseph first reported a position in MBB in Q1 2025 and held it in 4 quarters. The position peaked at $7K in Q4 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Ogorek Anthony Joseph reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
  • Ogorek Anthony Joseph sold 76 iShares MBS ETF shares in Q1 2026, an estimated $7K.
  • Ogorek Anthony Joseph first reported a position in iShares MBS ETF in Q1 2025 and held it in 4 quarters.
  • Ogorek Anthony Joseph's iShares MBS ETF position peaked at $7K in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.