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Resurgent Financial Advisors’s iShares MBS ETF MBB Stock Holding History

Resurgent Financial 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 		$850K Sell
8,955
-197
-2% -$18.8K 0.31% 79
2025
Q4 		$871K Sell
9,152
-1,197
-12% -$114K 0.44% 60
2025
Q3 		$985K Sell
10,349
-401
-4% -$37.7K 0.48% 54
2025
Q2 		$1.01M Sell
10,750
-16
-0.1% -$1.48K 0.55% 52
2025
Q1 		$1.01M Sell
10,766
-1,223
-10% -$113K 0.61% 43
2024
Q4 		$1.1M Buy
11,989
+2,139
+22% +$199K 0.65% 37
2024
Q3 		$944K Buy
9,850
+2,282
+30% +$216K 0.55% 48
2024
Q2 		$695K Buy
7,568
+692
+10% +$63K 0.43% 69
2024
Q1 		$635K Buy
6,876
+188
+3% +$17.4K 0.34% 86
2023
Q4 		$629K Buy
6,688
+685
+11% +$61.4K 0.39% 68
2023
Q3 		$533K Buy
6,003
+2,003
+50% +$183K 0.36% 75
2023
Q2 		$373K Buy
4,000
+427
+12% +$40.2K 0.25% 93
2023
Q1 		$338K Buy
3,573
+721
+25% +$68.1K 0.23% 99
2022
Q4 		$265K Buy
+2,852
New +$263K 0.14% 159

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

Resurgent Financial Advisors's MBB Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its iShares MBS ETF (MBB) stake by 2.2% in Q1 2026, selling an estimated $18.8K and leaving 8,955 shares worth $850K. The position accounts for 0.31% of the portfolio, ranked #79.

Resurgent Financial Advisors first reported a position in MBB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.1M in Q4 2024. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Resurgent Financial Advisors held 8,955 shares of iShares MBS ETF worth $850K as of Q1 2026.
  • Resurgent Financial Advisors sold 197 iShares MBS ETF shares in Q1 2026, an estimated $18.8K.
  • iShares MBS ETF made up 0.31% of Resurgent Financial Advisors's portfolio in Q1 2026, its #79 holding.
  • Resurgent Financial Advisors first reported a position in iShares MBS ETF in Q4 2022 and has held it in 14 quarters since.
  • Resurgent Financial Advisors's iShares MBS ETF position peaked at $1.1M in Q4 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.