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

Silverlake 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 		$652K Sell
6,865
-1,147
-14% -$110K 0.14% 169
2025
Q4 		$763K Sell
8,012
-5,058
-39% -$482K 0.17% 150
2025
Q3 		$1.24M Sell
13,070
-2,218
-15% -$208K 0.3% 103
2025
Q2 		$1.44M Sell
15,288
-424
-3% -$39.3K 0.42% 76
2025
Q1 		$1.47M Sell
15,712
-522
-3% -$48.3K 0.56% 57
2024
Q4 		$1.49M Buy
16,234
+2,802
+21% +$261K 0.57% 52
2024
Q3 		$1.29M Buy
13,432
+6,954
+107% +$657K 0.49% 60
2024
Q2 		$595K Buy
6,478
+1,589
+33% +$145K 0.24% 100
2024
Q1 		$452K Buy
4,889
+439
+10% +$40.6K 0.23% 110
2023
Q4 		$419K Sell
4,450
-1,331
-23% -$119K 0.23% 113
2023
Q3 		$513K Buy
5,781
+424
+8% +$38.8K 0.29% 90
2023
Q2 		$500K Buy
5,357
+617
+13% +$58K 0.28% 86
2023
Q1 		$449K Buy
4,740
+2,373
+100% +$224K 0.27% 91
2022
Q4 		$220K Buy
+2,367
New +$218K 0.14% 180

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

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

Silverlake Wealth Management reduced its iShares MBS ETF (MBB) stake by 14% in Q1 2026, selling an estimated $110K and leaving 6,865 shares worth $652K. The position accounts for 0.14% of the portfolio, ranked #169.

Silverlake Wealth Management first reported a position in MBB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.49M in Q4 2024. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Silverlake Wealth Management held 6,865 shares of iShares MBS ETF worth $652K as of Q1 2026.
  • Silverlake Wealth Management sold 1,147 iShares MBS ETF shares in Q1 2026, an estimated $110K.
  • iShares MBS ETF made up 0.14% of Silverlake Wealth Management's portfolio in Q1 2026, its #169 holding.
  • Silverlake Wealth Management first reported a position in iShares MBS ETF in Q4 2022 and has held it in 14 quarters since.
  • Silverlake Wealth Management's iShares MBS ETF position peaked at $1.49M in Q4 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.