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

SHP 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 		$25.5K Sell
268
-125
-32% -$11.9K ﹤0.01% 666
2025
Q4 		$37.4K Buy
+393
New +$37.5K ﹤0.01% 545

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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $15B 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 $29.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

SHP Wealth Management reduced its iShares MBS ETF (MBB) stake by 32% in Q1 2026, selling an estimated $11.9K and leaving 268 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

SHP Wealth Management first reported a position in MBB in Q4 2025 and has held it in 2 quarters since. The position peaked at $37.4K in Q4 2025. 1,024 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • SHP Wealth Management held 268 shares of iShares MBS ETF worth $25.5K as of Q1 2026.
  • SHP Wealth Management sold 125 iShares MBS ETF shares in Q1 2026, an estimated $11.9K.
  • iShares MBS ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #666 holding.
  • SHP Wealth Management first reported a position in iShares MBS ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's iShares MBS ETF position peaked at $37.4K in Q4 2025.
  • 1,024 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

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