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Rice Partnership’s iShares MBS ETF MBB Stock Holding History

Rice Partnership’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 		$185K Hold
1,950
– – 0.03% 112
2025
Q4 		$186K Sell
1,950
-22
-1% -$2.1K 0.03% 111
2025
Q3 		$188K Buy
1,972
+22
+1% +$2.07K 0.03% 115
2025
Q2 		$183K Hold
1,950
– – 0.03% 113
2025
Q1 		$183K Sell
1,950
-389
-17% -$36K 0.04% 99
2024
Q4 		$214K Hold
2,339
– – 0.04% 102
2024
Q3 		$224K Hold
2,339
– – 0.05% 97
2024
Q2 		$215K Hold
2,339
– – 0.05% 99
2024
Q1 		$216K Buy
+2,339
New +$216K 0.05% 91
2022
Q1 		– Sell
-73
Closed -$8K – 146
2021
Q4 		$8K Buy
+73
New +$7.86K ﹤0.01% 134
2019
Q4 		– Sell
-26
Closed -$3K – 116
2019
Q3 		$3K Buy
+26
New +$2.81K ﹤0.01% 108

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

Rice Partnership's MBB Position: Q1 2026 in Review

Rice Partnership held its iShares MBS ETF (MBB) position steady in Q1 2026 at 1,950 shares worth $185K. The position accounts for 0.03% of the portfolio, ranked #112.

Rice Partnership first reported a position in MBB in Q3 2019 and has held it in 11 quarters since. The position peaked at $224K in Q3 2024. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Rice Partnership held 1,950 shares of iShares MBS ETF worth $185K as of Q1 2026.
  • Rice Partnership left its iShares MBS ETF share count unchanged in Q1 2026.
  • iShares MBS ETF made up 0.03% of Rice Partnership's portfolio in Q1 2026, its #112 holding.
  • Rice Partnership first reported a position in iShares MBS ETF in Q3 2019 and has held it in 11 quarters since.
  • Rice Partnership's iShares MBS ETF position peaked at $224K in Q3 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Rice Partnership's 13F filing for Q1 2026, filed 7 May 2026.