Petix & Botte Financial’s iShares MBS ETF MBB Stock Holding History

Petix & Botte Financial’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	$404K	Sell	639 -3,888	-86%	-$371K	0.09%	96
2025 Q4	$431K	Buy	4,527 +1,076	+31%	+$103K	0.1%	89
2025 Q3	$328K	Sell	3,451 -167	-5%	-$15.7K	0.08%	101
2025 Q2	$340K	Sell	3,618 -9	-0.2%	-$834	0.08%	102
2025 Q1	$340K	Buy	3,627 +69	+2%	+$6.38K	0.09%	97
2024 Q4	$326K	Sell	3,558 -198	-5%	-$18.4K	0.09%	103
2024 Q3	$360K	Sell	3,756 -602	-14%	-$56.9K	0.1%	89
2024 Q2	$400K	Buy	4,358 +1,074	+33%	+$97.8K	0.11%	85
2024 Q1	$304K	Sell	3,284 -1,374	-29%	-$127K	0.08%	108
2023 Q4	$438K	Sell	4,658 -9	-0.2%	-$807	0.13%	77
2023 Q3	$414K	Sell	4,667 -201	-4%	-$18.4K	0.13%	75
2023 Q2	$454K	Buy	+4,868	New	+$458K	0.14%	70

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

Petix & Botte Financial's MBB Position: Q1 2026 in Review

Petix & Botte Financial reduced its iShares MBS ETF (MBB) stake by 86% in Q1 2026, selling an estimated $371K and leaving 639 shares worth $404K. The position accounts for 0.09% of the portfolio, ranked #96.

Petix & Botte Financial first reported a position in MBB in Q2 2023 and has held it in 12 quarters since. The position peaked at $454K in Q2 2023. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Petix & Botte Financial held 639 shares of iShares MBS ETF worth $404K as of Q1 2026.
Petix & Botte Financial sold 3,888 iShares MBS ETF shares in Q1 2026, an estimated $371K.
iShares MBS ETF made up 0.09% of Petix & Botte Financial's portfolio in Q1 2026, its #96 holding.
Petix & Botte Financial first reported a position in iShares MBS ETF in Q2 2023 and has held it in 12 quarters since.
Petix & Botte Financial's iShares MBS ETF position peaked at $454K in Q2 2023.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.