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Patten & Patten’s iShares MBS ETF MBB Stock Holding History

Patten & Patten’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 		$2.51M Buy
26,466
+3,986
+18% +$381K 0.15% 116
2025
Q4 		$2.14M Buy
22,480
+2,280
+11% +$217K 0.13% 125
2025
Q3 		$1.92M Buy
20,200
+5,273
+35% +$495K 0.11% 130
2025
Q2 		$1.4M Buy
14,927
+905
+6% +$83.9K 0.09% 152
2025
Q1 		$1.31M Buy
14,022
+1,530
+12% +$142K 0.09% 147
2024
Q4 		$1.15M Buy
+12,492
New +$1.16M 0.08% 160

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

Patten & Patten's MBB Position: Q1 2026 in Review

Patten & Patten increased its iShares MBS ETF (MBB) stake by 18% in Q1 2026, buying an estimated $381K and bringing the position to 26,466 shares worth $2.51M. The position accounts for 0.15% of the portfolio, ranked #116.

Patten & Patten first reported a position in MBB in Q4 2024 and has held it in 6 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Patten & Patten held 26,466 shares of iShares MBS ETF worth $2.51M as of Q1 2026.
  • Patten & Patten bought 3,986 iShares MBS ETF shares in Q1 2026, an estimated $381K.
  • iShares MBS ETF made up 0.15% of Patten & Patten's portfolio in Q1 2026, its #116 holding.
  • Patten & Patten first reported a position in iShares MBS ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.