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

Steinberganna 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 		– Sell
-8,666
Closed -$825K – 140
2025
Q4 		$825K Buy
8,666
+154
+2% +$14.7K 0.39% 44
2025
Q3 		$810K Buy
+8,512
New +$800K 0.38% 44

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

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

Steinberganna Wealth Management sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 8,666 shares — an estimated $825K sold.

Steinberganna Wealth Management first reported a position in MBB in Q3 2025 and held it in 2 quarters. The position peaked at $825K in Q4 2025. 1,025 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Steinberganna Wealth Management reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
  • Steinberganna Wealth Management sold 8,666 iShares MBS ETF shares in Q1 2026, an estimated $825K.
  • Steinberganna Wealth Management first reported a position in iShares MBS ETF in Q3 2025 and held it in 2 quarters.
  • Steinberganna Wealth Management's iShares MBS ETF position peaked at $825K in Q4 2025.
  • 1,025 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

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