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RCS Financial Planning’s iShares MBS ETF MBB Stock Holding History

RCS Financial Planning’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
-13,610
Closed -$1.3M – 105
2025
Q4 		$1.3M Buy
13,610
+1,076
+9% +$103K 0.56% 38
2025
Q3 		$1.19M Buy
12,534
+1,894
+18% +$178K 0.53% 36
2025
Q2 		$999K Buy
10,640
+361
+4% +$33.5K 0.5% 36
2025
Q1 		$964K Sell
10,279
-2,351
-19% -$217K 0.51% 37
2024
Q4 		$1.16M Sell
12,630
-740
-6% -$68.9K 0.62% 33
2024
Q3 		$1.28M Buy
13,370
+295
+2% +$27.9K 0.71% 28
2024
Q2 		$1.2M Buy
13,075
+1,729
+15% +$157K 0.71% 28
2024
Q1 		$1.05M Sell
11,346
-6,890
-38% -$637K 0.65% 33
2023
Q4 		$1.72M Buy
18,236
+5,952
+48% +$534K 1.12% 22
2023
Q3 		$1.09M Buy
12,284
+310
+3% +$28.3K 0.83% 26
2023
Q2 		$1.12M Buy
11,974
+930
+8% +$87.5K 0.92% 26
2023
Q1 		$1.05M Buy
11,044
+2,115
+24% +$200K 0.93% 26
2022
Q4 		$828K Buy
+8,929
New +$824K 0.8% 27

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

RCS Financial Planning's MBB Position: Q1 2026 in Review

RCS Financial Planning sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 13,610 shares — an estimated $1.3M sold.

RCS Financial Planning first reported a position in MBB in Q4 2022 and held it in 13 quarters. The position peaked at $1.72M in Q4 2023. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • RCS Financial Planning reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
  • RCS Financial Planning sold 13,610 iShares MBS ETF shares in Q1 2026, an estimated $1.3M.
  • RCS Financial Planning first reported a position in iShares MBS ETF in Q4 2022 and held it in 13 quarters.
  • RCS Financial Planning's iShares MBS ETF position peaked at $1.72M in Q4 2023.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.