Richardson Financial Services’s iShares MBS ETF MBB Stock Holding History

Richardson Financial Services’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	$86K	Sell	906 -8	-0.9%	-$764	0.05%	239
2025 Q4	$87K	Sell	914 -80	-8%	-$7.63K	0.03%	239
2025 Q3	$94.6K	Buy	994 +3	+0.3%	+$282	0.06%	215
2025 Q2	$92.6K	Sell	991 -725	-42%	-$67.2K	0.06%	207
2025 Q1	$161K	Sell	1,716 -335	-16%	-$31K	0.12%	159
2024 Q4	$188K	Sell	2,051 -450	-18%	-$41.9K	0.13%	142
2024 Q3	$230K	Buy	2,501 +215	+9%	+$20.3K	0.15%	133
2024 Q2	$210K	Sell	2,286 -251	-10%	-$22.9K	0.15%	135
2024 Q1	$234K	Buy	2,537 +1,000	+65%	+$92.5K	0.17%	132
2023 Q4	$145K	Buy	+1,537	New	+$138K	0.13%	153

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Richardson Financial Services's MBB Position: Q1 2026 in Review

Richardson Financial Services reduced its iShares MBS ETF (MBB) stake by 0.88% in Q1 2026, selling an estimated $764 and leaving 906 shares worth $86K. The position accounts for 0.05% of the portfolio, ranked #239.

Richardson Financial Services first reported a position in MBB in Q4 2023 and has held it in 10 quarters since. The position peaked at $234K in Q1 2024. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Richardson Financial Services held 906 shares of iShares MBS ETF worth $86K as of Q1 2026.
Richardson Financial Services sold 8 iShares MBS ETF shares in Q1 2026, an estimated $764.
iShares MBS ETF made up 0.05% of Richardson Financial Services's portfolio in Q1 2026, its #239 holding.
Richardson Financial Services first reported a position in iShares MBS ETF in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's iShares MBS ETF position peaked at $234K in Q1 2024.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.