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Root Financial Partners’s iShares MBS ETF MBB Stock Holding History

Root Financial Partners’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 		$91.7K Buy
966
+138
+17% +$13.2K ﹤0.01% 600
2025
Q4 		$78.8K Sell
828
-171
-17% -$16.3K ﹤0.01% 549
2025
Q3 		$95.1K Buy
+999
New +$93.8K 0.01% 458

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

Root Financial Partners's MBB Position: Q1 2026 in Review

Root Financial Partners increased its iShares MBS ETF (MBB) stake by 17% in Q1 2026, buying an estimated $13.2K and bringing the position to 966 shares worth $91.7K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Root Financial Partners first reported a position in MBB in Q3 2025 and has held it in 3 quarters since. The position peaked at $95.1K in Q3 2025. 1,021 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Root Financial Partners held 966 shares of iShares MBS ETF worth $91.7K as of Q1 2026.
  • Root Financial Partners bought 138 iShares MBS ETF shares in Q1 2026, an estimated $13.2K.
  • iShares MBS ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #600 holding.
  • Root Financial Partners first reported a position in iShares MBS ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's iShares MBS ETF position peaked at $95.1K in Q3 2025.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.