Quotient Wealth Partners’s iShares MBS ETF MBB Stock Holding History

Quotient Wealth 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	$155M	Buy	1,628,093 +253,794	+18%	+$24.2M	4.07%	8
2025 Q4	$131M	Sell	1,374,299 -198,316	-13%	-$18.9M	3.48%	11
2025 Q3	$150M	Buy	1,572,615 +79,974	+5%	+$7.51M	4.1%	10
2025 Q2	$140M	Buy	1,492,641 +34,285	+2%	+$3.18M	4.12%	10
2025 Q1	$137M	Sell	1,458,356 -464,792	-24%	-$43M	4.37%	9
2024 Q4	$176M	Buy	1,923,148 +64,491	+3%	+$6M	5.77%	6
2024 Q3	$178M	Buy	1,858,657 +36,128	+2%	+$3.41M	5.85%	6
2024 Q2	$167M	Buy	1,822,529 +159,908	+10%	+$14.6M	5.86%	6
2024 Q1	$154M	Buy	1,662,621 +189,689	+13%	+$17.5M	5.49%	7
2023 Q4	$139M	Buy	+1,472,932	New	+$132M	5.37%	5

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

Quotient Wealth Partners's MBB Position: Q1 2026 in Review

Quotient Wealth Partners increased its iShares MBS ETF (MBB) stake by 18% in Q1 2026, buying an estimated $24.2M and bringing the position to 1,628,093 shares worth $155M. The position accounts for 4.07% of the portfolio, ranked #8.

Quotient Wealth Partners first reported a position in MBB in Q4 2023 and has held it in 10 quarters since. The position peaked at $178M in Q3 2024. 1,021 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Quotient Wealth Partners held 1,628,093 shares of iShares MBS ETF worth $155M as of Q1 2026.
Quotient Wealth Partners bought 253,794 iShares MBS ETF shares in Q1 2026, an estimated $24.2M.
iShares MBS ETF made up 4.07% of Quotient Wealth Partners's portfolio in Q1 2026, its #8 holding.
Quotient Wealth Partners first reported a position in iShares MBS ETF in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's iShares MBS ETF position peaked at $178M in Q3 2024.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.