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Perennial Investment Advisors’s iShares MBS ETF MBB Stock Holding History

Perennial Investment 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 		$844K Sell
8,891
-564
-6% -$53.9K 0.07% 213
2025
Q4 		$900K Sell
9,455
-603
-6% -$57.5K 0.07% 200
2025
Q3 		$957K Sell
10,058
-596
-6% -$56K 0.08% 189
2025
Q2 		$1M Sell
10,654
-1,096
-9% -$102K 0.1% 177
2025
Q1 		$1.1M Buy
11,750
+103
+0.9% +$9.53K 0.12% 149
2024
Q4 		$1.07M Sell
11,647
-1,692
-13% -$158K 0.13% 139
2024
Q3 		$1.28M Sell
13,339
-1,453
-10% -$137K 0.17% 100
2024
Q2 		$1.36M Buy
14,792
+6,364
+76% +$580K 0.19% 87
2024
Q1 		$779K Buy
8,428
+1,486
+21% +$137K 0.12% 144
2023
Q4 		$653K Sell
6,942
-53
-0.8% -$4.75K 0.11% 157
2023
Q3 		$621K Sell
6,995
-1,530
-18% -$140K 0.11% 150
2023
Q2 		$795K Buy
8,525
+810
+10% +$76.2K 0.14% 126
2023
Q1 		$731K Buy
7,715
+4,729
+158% +$447K 0.14% 130
2022
Q4 		$277K Buy
+2,986
New +$275K 0.11% 156
2021
Q1 		– Sell
-2,229
Closed -$245K – 211
2020
Q4 		$245K Buy
+2,229
New +$245K 0.1% 135

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

Perennial Investment Advisors's MBB Position: Q1 2026 in Review

Perennial Investment Advisors reduced its iShares MBS ETF (MBB) stake by 6% in Q1 2026, selling an estimated $53.9K and leaving 8,891 shares worth $844K. The position accounts for 0.07% of the portfolio, ranked #213.

Perennial Investment Advisors first reported a position in MBB in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.36M in Q2 2024. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Perennial Investment Advisors held 8,891 shares of iShares MBS ETF worth $844K as of Q1 2026.
  • Perennial Investment Advisors sold 564 iShares MBS ETF shares in Q1 2026, an estimated $53.9K.
  • iShares MBS ETF made up 0.07% of Perennial Investment Advisors's portfolio in Q1 2026, its #213 holding.
  • Perennial Investment Advisors first reported a position in iShares MBS ETF in Q4 2020 and has held it in 15 quarters since.
  • Perennial Investment Advisors's iShares MBS ETF position peaked at $1.36M in Q2 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.