Scissortail Wealth Management’s iShares MBS ETF MBB Stock Holding History

Scissortail Wealth Management’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	$1.73M	Buy	+18,193	New	+$1.74M	0.35%	57
2025 Q1	–	Sell	-17,448	Closed	-$1.6M	–	119
2024 Q4	$1.6M	Buy	17,448 +17,356	+18,865%	+$1.62M	0.41%	59
2024 Q3	$1.68M	Sell	92 -17,084	-99%	-$1.61M	0.41%	60
2024 Q2	$1.58M	Sell	17,176 -169	-1%	-$15.4K	0.4%	57
2024 Q1	$1.6M	Buy	+17,345	New	+$1.6M	0.42%	56
2022 Q4	–	Sell	-11,719	Closed	-$1.06M	–	148
2022 Q3	$1.06M	Sell	11,719 -72,529	-86%	-$7.03M	0.55%	43
2022 Q2	$9.05M	Buy	+84,248	New	+$8.26M	3.49%	5
2022 Q1	–	Sell	-84,248	Closed	-$9.05M	–	122
2021 Q4	$9.05M	Buy	+84,248	New	+$9.07M	3.49%	5

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 $424B AUM 22.94% 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 $83.7B AUM 27.22% 1-Year Est. Return

Scissortail Wealth Management's MBB Position: Q1 2026 in Review

Scissortail Wealth Management opened a new position in iShares MBS ETF (MBB) in Q1 2026: 18,193 shares worth $1.73M. The stake represents 0.35% of the portfolio and ranks #57 among its holdings. This is a return to the name: Scissortail Wealth Management previously reported a position in MBB as recently as Q4 2024.

Scissortail Wealth Management first reported a position in MBB in Q4 2021 and has held it in 8 quarters since. The position peaked at $9.05M in Q2 2022. 1,022 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Scissortail Wealth Management held 18,193 shares of iShares MBS ETF worth $1.73M as of Q1 2026.
iShares MBS ETF was a new Scissortail Wealth Management position in Q1 2026.
iShares MBS ETF made up 0.35% of Scissortail Wealth Management's portfolio in Q1 2026, its #57 holding.
Scissortail Wealth Management first reported a position in iShares MBS ETF in Q4 2021 and has held it in 8 quarters since.
Scissortail Wealth Management's iShares MBS ETF position peaked at $9.05M in Q2 2022.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Scissortail Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.