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Solstein Capital’s iShares MBS ETF MBB Stock Holding History

Solstein Capital’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 		$173K Hold
1,820
– – 0.07% 138
2025
Q4 		$173K Buy
+1,820
New +$174K 0.07% 134
2024
Q1 		– Sell
-2,571
Closed -$242K – 320
2023
Q4 		$242K Hold
2,571
– – 0.18% 82
2023
Q3 		$228K Hold
2,571
– – 0.2% 79
2023
Q2 		$240K Hold
2,571
– – 0.2% 79
2023
Q1 		$244K Hold
2,571
– – 0.21% 79
2022
Q4 		$238K Hold
2,571
– – 0.2% 82
2022
Q3 		$235K Hold
2,571
– – 0.21% 76
2022
Q2 		$251K Buy
+2,571
New +$252K 0.19% 88
2021
Q4 		– Sell
-255
Closed -$28K – 453
2021
Q3 		$28K Buy
255
+253
+12,650% +$27.4K 0.02% 284
2021
Q2 		$0 Buy
+2
New +$217 ﹤0.01% 466

Other funds holding MBB

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TWIM
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $74.1B AUM 21.09% 1-Year Est. Return