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Rede Wealth’s iShares MBS ETF MBB Stock Holding History

Rede Wealth’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 		$344K Sell
3,625
-15
-0.4% -$1.43K 0.12% 77
2025
Q4 		$347K Buy
+3,640
New +$347K 0.12% 81
2025
Q3 		– Sell
-6,640
Closed -$623K – 152
2025
Q2 		$623K Buy
6,640
+211
+3% +$19.6K 0.23% 50
2025
Q1 		$603K Sell
6,429
-99
-2% -$9.16K 0.21% 49
2024
Q4 		$598K Buy
6,528
+425
+7% +$39.6K 0.23% 51
2024
Q3 		$585K Sell
6,103
-64
-1% -$6.05K 0.22% 49
2024
Q2 		$566K Sell
6,167
-247
-4% -$22.5K 0.52% 44
2024
Q1 		$593K Buy
6,414
+3,163
+97% +$293K 0.25% 46
2023
Q4 		$306K Sell
3,251
-28
-0.9% -$2.51K 0.15% 69
2023
Q3 		$291K Sell
3,279
-3,864
-54% -$353K 0.15% 63
2023
Q2 		$666K Buy
7,143
+23
+0.3% +$2.16K 0.32% 33
2023
Q1 		$674K Buy
7,120
+5
+0.1% +$472 0.35% 32
2022
Q4 		$660K Sell
7,115
-1,475
-17% -$136K 0.35% 34
2022
Q3 		$787K Sell
8,590
-1,474
-15% -$143K 0.47% 27
2022
Q2 		$982K Sell
10,064
-1,021
-9% -$100K 0.57% 22
2022
Q1 		$1.13M Buy
11,085
+1,704
+18% +$178K 0.53% 21
2021
Q4 		$1.01M Sell
9,381
-77
-0.8% -$8.29K 0.51% 27
2021
Q3 		$1.02M Buy
9,458
+262
+3% +$28.4K 0.55% 27
2021
Q2 		$995K Sell
9,196
-13
-0.1% -$1.41K 0.53% 28
2021
Q1 		$999K Buy
9,209
+6,197
+206% +$679K 0.58% 27
2020
Q4 		$332K Buy
+3,012
New +$332K 0.23% 65

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

Rede Wealth's MBB Position: Q1 2026 in Review

Rede Wealth reduced its iShares MBS ETF (MBB) stake by 0.41% in Q1 2026, selling an estimated $1.43K and leaving 3,625 shares worth $344K. The position accounts for 0.12% of the portfolio, ranked #77.

Rede Wealth first reported a position in MBB in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.13M in Q1 2022. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Rede Wealth held 3,625 shares of iShares MBS ETF worth $344K as of Q1 2026.
  • Rede Wealth sold 15 iShares MBS ETF shares in Q1 2026, an estimated $1.43K.
  • iShares MBS ETF made up 0.12% of Rede Wealth's portfolio in Q1 2026, its #77 holding.
  • Rede Wealth first reported a position in iShares MBS ETF in Q4 2020 and has held it in 21 quarters since.
  • Rede Wealth's iShares MBS ETF position peaked at $1.13M in Q1 2022.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Rede Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.