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RHS Financial’s iShares MBS ETF MBB Stock Holding History

RHS Financial’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 		$1.35M Sell
14,200
-6,125
-30% -$585K 0.64% 40
2025
Q4 		$1.94M Sell
20,325
-7,186
-26% -$685K 0.94% 30
2025
Q3 		$2.62M Buy
27,511
+8,299
+43% +$780K 1.36% 24
2025
Q2 		$1.8M Buy
19,212
+2,914
+18% +$270K 1.02% 29
2025
Q1 		$1.53M Sell
16,298
-4,194
-20% -$388K 0.86% 35
2024
Q4 		$1.88M Buy
20,492
+3,259
+19% +$303K 0.97% 33
2024
Q3 		$1.65M Buy
17,233
+3,603
+26% +$341K 0.83% 36
2024
Q2 		$1.25M Sell
13,630
-1,092
-7% -$99.5K 0.77% 35
2024
Q1 		$1.36M Buy
14,722
+286
+2% +$26.5K 0.79% 29
2023
Q4 		$1.36M Buy
14,436
+83
+0.6% +$7.44K 0.86% 29
2023
Q3 		$1.27M Buy
14,353
+714
+5% +$65.3K 0.89% 31
2023
Q2 		$1.27M Sell
13,639
-100
-0.7% -$9.4K 0.93% 33
2023
Q1 		$1.3M Buy
13,739
+3,920
+40% +$370K 0.99% 30
2022
Q4 		$911K Buy
9,819
+3,359
+52% +$310K 0.72% 37
2022
Q3 		$592K Buy
6,460
+2,780
+76% +$269K 0.53% 46
2022
Q2 		$359K Sell
3,680
-1,198
-25% -$117K 0.3% 56
2022
Q1 		$497K Buy
4,878
+1,400
+40% +$146K 0.37% 49
2021
Q4 		$374K Buy
3,478
+79
+2% +$8.5K 0.26% 64
2021
Q3 		$368K Buy
+3,399
New +$369K 0.27% 64

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

RHS Financial's MBB Position: Q1 2026 in Review

RHS Financial reduced its iShares MBS ETF (MBB) stake by 30% in Q1 2026, selling an estimated $585K and leaving 14,200 shares worth $1.35M. The position accounts for 0.64% of the portfolio, ranked #40.

RHS Financial first reported a position in MBB in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.62M in Q3 2025. 1,021 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • RHS Financial held 14,200 shares of iShares MBS ETF worth $1.35M as of Q1 2026.
  • RHS Financial sold 6,125 iShares MBS ETF shares in Q1 2026, an estimated $585K.
  • iShares MBS ETF made up 0.64% of RHS Financial's portfolio in Q1 2026, its #40 holding.
  • RHS Financial first reported a position in iShares MBS ETF in Q3 2021 and has held it in 19 quarters since.
  • RHS Financial's iShares MBS ETF position peaked at $2.62M in Q3 2025.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on RHS Financial's 13F filing for Q1 2026, filed 28 Apr 2026.