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Park Square Financial Group’s iShares MBS ETF MBB Stock Holding History

Park Square Financial Group’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
-85
Closed -$7.79K – 297
2025
Q4 		$7.79K Sell
85
-9
-10% -$858 0.05% 169
2025
Q3 		$8.94K Sell
94
-30
-24% -$2.82K 0.04% 174
2025
Q2 		$11.6K Buy
124
+3
+2% +$278 0.01% 563
2025
Q1 		$11.3K Sell
121
-102
-46% -$9.43K 0.01% 567
2024
Q4 		$20.4K Buy
+223
New +$20.8K 0.01% 425

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Park Square Financial Group's MBB Position: Q1 2026 in Review

Park Square Financial Group sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 85 shares — an estimated $7.79K sold.

Park Square Financial Group first reported a position in MBB in Q4 2024 and held it in 5 quarters. The position peaked at $20.4K in Q4 2024. 1,030 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Park Square Financial Group reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
  • Park Square Financial Group sold 85 iShares MBS ETF shares in Q1 2026, an estimated $7.79K.
  • Park Square Financial Group first reported a position in iShares MBS ETF in Q4 2024 and held it in 5 quarters.
  • Park Square Financial Group's iShares MBS ETF position peaked at $20.4K in Q4 2024.
  • 1,030 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.