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Pinnacle Family Advisors’s iShares MBS ETF MBB Stock Holding History

Pinnacle Family 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 		$482K Buy
5,074
+194
+4% +$18.5K 0.23% 72
2025
Q4 		$465K Buy
4,880
+281
+6% +$26.8K 0.2% 82
2025
Q3 		$438K Buy
4,599
+103
+2% +$9.68K 0.19% 77
2025
Q2 		$422K Buy
4,496
+16
+0.4% +$1.48K 0.21% 79
2025
Q1 		$420K Sell
4,480
-533
-11% -$49.3K 0.23% 80
2024
Q4 		$460K Sell
5,013
-23
-0.5% -$2.14K 0.22% 72
2024
Q3 		$483K Sell
5,036
-1,028
-17% -$97.2K 0.25% 70
2024
Q2 		$557K Sell
6,064
-230
-4% -$20.9K 0.31% 55
2024
Q1 		$582K Sell
6,294
-165
-3% -$15.3K 0.31% 53
2023
Q4 		$608K Sell
6,459
-178
-3% -$16K 0.36% 44
2023
Q3 		$589K Buy
6,637
+372
+6% +$34K 0.34% 45
2023
Q2 		$584K Buy
6,265
+64
+1% +$6.02K 0.32% 55
2023
Q1 		$587K Buy
6,201
+1,451
+31% +$137K 0.36% 54
2022
Q4 		$441K Buy
+4,750
New +$438K 0.31% 55
2022
Q1 		– Sell
-2,036
Closed -$219K – 126
2021
Q4 		$219K Sell
2,036
-57
-3% -$6.14K 0.1% 97
2021
Q3 		$226K Buy
2,093
+9
+0.4% +$976 0.1% 129
2021
Q2 		$226K Buy
2,084
+11
+0.5% +$1.19K 0.1% 119
2021
Q1 		$225K Sell
2,073
-175
-8% -$19.2K 0.12% 112
2020
Q4 		$248K Buy
+2,248
New +$248K 0.15% 105
2019
Q2 		– Sell
-17,305
Closed -$1.84M – 83
2019
Q1 		$1.84M Buy
+17,305
New +$1.82M 1.64% 19

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

Pinnacle Family Advisors's MBB Position: Q1 2026 in Review

Pinnacle Family Advisors increased its iShares MBS ETF (MBB) stake by 4% in Q1 2026, buying an estimated $18.5K and bringing the position to 5,074 shares worth $482K. The position accounts for 0.23% of the portfolio, ranked #72.

Pinnacle Family Advisors first reported a position in MBB in Q1 2019 and has held it in 20 quarters since. The position peaked at $1.84M in Q1 2019. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Pinnacle Family Advisors held 5,074 shares of iShares MBS ETF worth $482K as of Q1 2026.
  • Pinnacle Family Advisors bought 194 iShares MBS ETF shares in Q1 2026, an estimated $18.5K.
  • iShares MBS ETF made up 0.23% of Pinnacle Family Advisors's portfolio in Q1 2026, its #72 holding.
  • Pinnacle Family Advisors first reported a position in iShares MBS ETF in Q1 2019 and has held it in 20 quarters since.
  • Pinnacle Family Advisors's iShares MBS ETF position peaked at $1.84M in Q1 2019.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

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