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

Stockman 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 		$37.7M Sell
397,518
-152,213
-28% -$14.5M 4.17% 3
2025
Q4 		$52.3M Buy
549,731
+56,206
+11% +$5.36M 6.1% 1
2025
Q3 		$47M Buy
493,525
+69,649
+16% +$6.54M 5.83% 1
2025
Q2 		$39.8M Buy
423,876
+125,803
+42% +$11.7M 5.41% 1
2025
Q1 		$28M Buy
+298,073
New +$27.6M 4.14% 4
2024
Q4 		– Sell
-27,665
Closed -$2.65M – 176
2024
Q3 		$2.65M Buy
+27,665
New +$2.61M 0.41% 50

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 $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 $83.7B AUM 27.22% 1-Year Est. Return

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

Stockman Wealth Management reduced its iShares MBS ETF (MBB) stake by 28% in Q1 2026, selling an estimated $14.5M and leaving 397,518 shares worth $37.7M. The position accounts for 4.17% of the portfolio, ranked #3.

Stockman Wealth Management first reported a position in MBB in Q3 2024 and has held it in 6 quarters since. The position peaked at $52.3M in Q4 2025. 1,023 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Stockman Wealth Management held 397,518 shares of iShares MBS ETF worth $37.7M as of Q1 2026.
  • Stockman Wealth Management sold 152,213 iShares MBS ETF shares in Q1 2026, an estimated $14.5M.
  • iShares MBS ETF made up 4.17% of Stockman Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Stockman Wealth Management first reported a position in iShares MBS ETF in Q3 2024 and has held it in 6 quarters since.
  • Stockman Wealth Management's iShares MBS ETF position peaked at $52.3M in Q4 2025.
  • 1,023 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

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