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Rational Advisors’s iShares MBS ETF MBB Stock Holding History

Rational 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
-81,858
Closed -$7.79M – 188
2025
Q4 		$7.79M Sell
81,858
-3,192
-4% -$304K 0.8% 30
2025
Q3 		$8.09M Sell
85,050
-4,060
-5% -$381K 0.81% 27
2025
Q2 		$8.37M Buy
89,110
+44,025
+98% +$4.08M 0.83% 26
2025
Q1 		$4.23M Sell
45,085
-5,029
-10% -$465K 0.43% 39
2024
Q4 		$4.59M Sell
50,114
-1,161
-2% -$108K 0.45% 40
2024
Q3 		$4.91M Sell
51,275
-54,997
-52% -$5.2M 0.47% 31
2024
Q2 		$9.76M Sell
106,272
-119,220
-53% -$10.9M 0.95% 18
2024
Q1 		$20.8M Buy
225,492
+108,175
+92% +$10M 1.93% 15
2023
Q4 		$11M Buy
117,317
+55,557
+90% +$4.98M 1.12% 17
2023
Q3 		$5.48M Sell
61,760
-1,753
-3% -$160K 0.5% 21
2023
Q2 		$5.92M Sell
63,513
-1,817
-3% -$171K 0.49% 21
2023
Q1 		$6.19M Buy
+65,330
New +$6.17M 0.51% 21
2022
Q1 		– Sell
-79,221
Closed -$8.51M – 281
2021
Q4 		$8.51M Buy
79,221
+16,559
+26% +$1.78M 0.52% 21
2021
Q3 		$6.78M Sell
62,662
-65,250
-51% -$7.08M 0.53% 22
2021
Q2 		$13.8M Buy
127,912
+53,775
+73% +$5.83M 1.63% 16
2021
Q1 		$8.04M Sell
74,137
-45,475
-38% -$4.98M 1.49% 17
2020
Q4 		$13.2M Buy
119,612
+81,362
+213% +$8.96M 3.53% 6
2020
Q3 		$4.22M Buy
38,250
+20,663
+117% +$2.28M 1.81% 6
2020
Q2 		$1.95M Buy
17,587
+3,937
+29% +$436K 1.01% 22
2020
Q1 		$1.51M Buy
+13,650
New +$1.49M 1.1% 23

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

Rational Advisors's MBB Position: Q1 2026 in Review

Rational Advisors sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 81,858 shares — an estimated $7.79M sold.

Rational Advisors first reported a position in MBB in Q1 2020 and held it in 20 quarters. The position peaked at $20.8M in Q1 2024. 1,021 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Rational Advisors reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
  • Rational Advisors sold 81,858 iShares MBS ETF shares in Q1 2026, an estimated $7.79M.
  • Rational Advisors first reported a position in iShares MBS ETF in Q1 2020 and held it in 20 quarters.
  • Rational Advisors's iShares MBS ETF position peaked at $20.8M in Q1 2024.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Rational Advisors's 13F filing for Q1 2026, filed 7 May 2026.