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Provenance Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Provenance Wealth 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 		– Sell
-10
Closed -$952 – 429
2025
Q4 		$952 Hold
10
– – ﹤0.01% 404
2025
Q3 		$952 Buy
+10
New +$939 ﹤0.01% 423
2024
Q2 		– Sell
-920
Closed -$85K – 538
2024
Q1 		$85K Buy
+920
New +$85.1K 0.01% 193

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

Provenance Wealth Advisors's MBB Position: Q1 2026 in Review

Provenance Wealth Advisors sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 10 shares — an estimated $952 sold.

Provenance Wealth Advisors first reported a position in MBB in Q1 2024 and held it in 3 quarters. The position peaked at $85K in Q1 2024. 1,030 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Provenance Wealth Advisors reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
  • Provenance Wealth Advisors sold 10 iShares MBS ETF shares in Q1 2026, an estimated $952.
  • Provenance Wealth Advisors first reported a position in iShares MBS ETF in Q1 2024 and held it in 3 quarters.
  • Provenance Wealth Advisors's iShares MBS ETF position peaked at $85K in Q1 2024.
  • 1,030 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Provenance Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.