SAI
MBB icon

Savvy Advisors Inc’s iShares MBS ETF MBB Stock Holding History

Savvy Advisors Inc’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 		$936K Buy
9,858
+5,860
+147% +$560K 0.03% 450
2025
Q4 		$381K Buy
3,998
+711
+22% +$67.8K 0.01% 669
2025
Q3 		$313K Sell
3,287
-2,563
-44% -$241K 0.01% 602
2025
Q2 		$549K Sell
5,850
-2,665
-31% -$247K 0.04% 332
2025
Q1 		$799K Buy
8,515
+6,091
+251% +$563K 0.08% 202
2024
Q4 		$222K Sell
2,424
-494
-17% -$46K 0.03% 406
2024
Q3 		$280K Buy
2,918
+121
+4% +$11.4K 0.06% 264
2024
Q2 		$257K Buy
+2,797
New +$255K 0.08% 236

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

Savvy Advisors Inc's MBB Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares MBS ETF (MBB) stake by 147% in Q1 2026, buying an estimated $560K and bringing the position to 9,858 shares worth $936K. The position accounts for 0.03% of the portfolio, ranked #450.

Savvy Advisors Inc first reported a position in MBB in Q2 2024 and has held it in 8 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Savvy Advisors Inc held 9,858 shares of iShares MBS ETF worth $936K as of Q1 2026.
  • Savvy Advisors Inc bought 5,860 iShares MBS ETF shares in Q1 2026, an estimated $560K.
  • iShares MBS ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q1 2026, its #450 holding.
  • Savvy Advisors Inc first reported a position in iShares MBS ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.