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Resolute Wealth Advisor’s iShares MBS ETF MBB Stock Holding History

Resolute Wealth Advisor’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 		$3.22M Buy
+33,935
New +$3.24M 1.83% 18
2025
Q2 		$3.22M Buy
+33,935
New +$3.14M 1.83% 18

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 $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Resolute Wealth Advisor's MBB Position: Q1 2026 in Review

Resolute Wealth Advisor opened a new position in iShares MBS ETF (MBB) in Q1 2026: 33,935 shares worth $3.22M. The stake represents 1.83% of the portfolio and ranks #18 among its holdings. This is a return to the name: Resolute Wealth Advisor previously reported a position in MBB as recently as Q2 2025.

Resolute Wealth Advisor first reported a position in MBB in Q2 2025 and has held it in 2 quarters since. 1,025 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Resolute Wealth Advisor held 33,935 shares of iShares MBS ETF worth $3.22M as of Q1 2026.
  • iShares MBS ETF was a new Resolute Wealth Advisor position in Q1 2026.
  • iShares MBS ETF made up 1.83% of Resolute Wealth Advisor's portfolio in Q1 2026, its #18 holding.
  • Resolute Wealth Advisor first reported a position in iShares MBS ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,025 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Resolute Wealth Advisor's 13F filing for Q1 2026, filed 11 May 2026.