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

Seed 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	$894K	Hold	9,420	–	–	0.62%	35
2025 Q4	$897K	Hold	9,420	–	–	0.62%	34
2025 Q3	$896K	Hold	9,420	–	–	0.62%	33
2025 Q2	$884K	Hold	9,420	–	–	0.66%	41
2025 Q1	$883K	Hold	9,420	–	–	0.72%	37
2024 Q4	$864K	Hold	9,420	–	–	0.7%	42
2024 Q3	$903K	Hold	9,420	–	–	0.72%	40
2024 Q2	$865K	Buy	+9,420	New	+$858K	0.75%	34
2024 Q1	–	Sell	-6,645	Closed	-$622K	–	153
2023 Q4	$622K	Buy	6,645 +785	+13%	+$70.4K	0.63%	39
2023 Q3	$520K	Sell	5,860 -1,910	-25%	-$175K	0.58%	49
2023 Q2	$725K	Buy	7,770 +1,695	+28%	+$159K	0.77%	33
2023 Q1	$575K	Buy	6,075 +25	+0.4%	+$2.36K	0.65%	41
2022 Q4	$561K	Buy	+6,050	New	+$558K	0.64%	36

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

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

Seed Wealth Management held its iShares MBS ETF (MBB) position steady in Q1 2026 at 9,420 shares worth $894K. The position accounts for 0.62% of the portfolio, ranked #35.

Seed Wealth Management first reported a position in MBB in Q4 2022 and has held it in 13 quarters since. The position peaked at $903K in Q3 2024. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Seed Wealth Management held 9,420 shares of iShares MBS ETF worth $894K as of Q1 2026.
Seed Wealth Management left its iShares MBS ETF share count unchanged in Q1 2026.
iShares MBS ETF made up 0.62% of Seed Wealth Management's portfolio in Q1 2026, its #35 holding.
Seed Wealth Management first reported a position in iShares MBS ETF in Q4 2022 and has held it in 13 quarters since.
Seed Wealth Management's iShares MBS ETF position peaked at $903K in Q3 2024.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Seed Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.