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Quartz Partners’s iShares MBS ETF MBB Stock Holding History

Quartz Partners’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 		$554K Sell
5,833
-668
-10% -$63.8K 0.21% 89
2025
Q4 		$619K Buy
6,501
+314
+5% +$30K 0.23% 86
2025
Q3 		$589K Buy
6,187
+27
+0.4% +$2.54K 0.21% 89
2025
Q2 		$578K Sell
6,160
-1
-0% -$93 0.26% 86
2025
Q1 		$578K Buy
6,161
+135
+2% +$12.5K 0.35% 65
2024
Q4 		$552K Sell
6,026
-159
-3% -$14.8K 0.34% 79
2024
Q3 		$593K Buy
+6,185
New +$585K 0.37% 80

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 $83.7B AUM 27.22% 1-Year Est. Return

Quartz Partners's MBB Position: Q1 2026 in Review

Quartz Partners reduced its iShares MBS ETF (MBB) stake by 10% in Q1 2026, selling an estimated $63.8K and leaving 5,833 shares worth $554K. The position accounts for 0.21% of the portfolio, ranked #89.

Quartz Partners first reported a position in MBB in Q3 2024 and has held it in 7 quarters since. The position peaked at $619K in Q4 2025. 1,021 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Quartz Partners held 5,833 shares of iShares MBS ETF worth $554K as of Q1 2026.
  • Quartz Partners sold 668 iShares MBS ETF shares in Q1 2026, an estimated $63.8K.
  • iShares MBS ETF made up 0.21% of Quartz Partners's portfolio in Q1 2026, its #89 holding.
  • Quartz Partners first reported a position in iShares MBS ETF in Q3 2024 and has held it in 7 quarters since.
  • Quartz Partners's iShares MBS ETF position peaked at $619K in Q4 2025.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Quartz Partners's 13F filing for Q1 2026, filed 5 May 2026.