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Stratos Wealth Partners’s iShares MBS ETF MBB Stock Holding History

Stratos Wealth Partners’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 		$3.05M Buy
32,108
+5,472
+21% +$523K 0.03% 451
2025
Q4 		$2.54M Sell
26,636
-3,008
-10% -$287K 0.03% 490
2025
Q3 		$2.82M Buy
29,644
+1,799
+6% +$169K 0.03% 448
2025
Q2 		$2.61M Sell
27,845
-2,979
-10% -$276K 0.04% 426
2025
Q1 		$2.89M Buy
30,824
+385
+1% +$35.6K 0.04% 358
2024
Q4 		$2.79M Buy
30,439
+6,295
+26% +$586K 0.04% 392
2024
Q3 		$2.31M Sell
24,144
-3,408
-12% -$322K 0.03% 428
2024
Q2 		$2.53M Buy
27,552
+399
+1% +$36.3K 0.04% 391
2024
Q1 		$2.51M Buy
27,153
+3,083
+13% +$285K 0.04% 390
2023
Q4 		$2.26M Buy
24,070
+6,945
+41% +$623K 0.04% 389
2023
Q3 		$1.52M Buy
17,125
+365
+2% +$33.4K 0.03% 439
2023
Q2 		$1.56M Buy
16,760
+4,099
+32% +$386K 0.04% 402
2023
Q1 		$1.2M Sell
12,661
-18,190
-59% -$1.72M 0.03% 432
2022
Q4 		$2.86M Sell
30,851
-1,365
-4% -$126K 0.07% 269
2022
Q3 		$2.95M Buy
32,216
+10,770
+50% +$1.04M 0.08% 238
2022
Q2 		$2.09M Sell
21,446
-9,920
-32% -$973K 0.05% 313
2022
Q1 		$3.19M Buy
31,366
+2,722
+10% +$284K 0.07% 256
2021
Q4 		$3.08M Sell
28,644
-476
-2% -$51.2K 0.07% 266
2021
Q3 		$3.15M Sell
29,120
-6,591
-18% -$715K 0.08% 245
2021
Q2 		$3.87M Sell
35,711
-1,259
-3% -$136K 0.1% 215
2021
Q1 		$4.01M Buy
36,970
+1,244
+3% +$136K 0.11% 197
2020
Q4 		$3.94M Buy
35,726
+810
+2% +$89.2K 0.12% 190
2020
Q3 		$3.85M Buy
34,916
+2,405
+7% +$266K 0.13% 175
2020
Q2 		$3.6M Sell
32,511
-729
-2% -$80.7K 0.13% 174
2020
Q1 		$3.67M Buy
33,240
+5,728
+21% +$623K 0.17% 122
2019
Q4 		$2.97M Buy
27,512
+1,305
+5% +$141K 0.12% 188
2019
Q3 		$2.84M Buy
26,207
+4,380
+20% +$473K 0.12% 179
2019
Q2 		$2.35M Sell
21,827
-2,258
-9% -$240K 0.1% 205
2019
Q1 		$2.56M Buy
24,085
+2,472
+11% +$260K 0.12% 194
2018
Q4 		$2.26M Sell
21,613
-1,557
-7% -$160K 0.12% 187
2018
Q3 		$2.39M Sell
23,170
-258
-1% -$26.8K 0.11% 197
2018
Q2 		$2.44M Buy
23,428
+414
+2% +$43K 0.11% 206
2018
Q1 		$2.41M Buy
23,014
+670
+3% +$70.3K 0.1% 212
2017
Q4 		$2.38M Sell
22,344
-5,797
-21% -$619K 0.11% 202
2017
Q3 		$3.01M Sell
28,141
-1,431
-5% -$153K 0.14% 152
2017
Q2 		$3.16M Sell
29,572
-86,789
-75% -$9.29M 0.16% 140
2017
Q1 		$12.4M Buy
116,361
+17,622
+18% +$1.87M 0.7% 29
2016
Q4 		$10.5M Sell
98,739
-55,859
-36% -$6.04M 0.65% 31
2016
Q3 		$17M Buy
154,598
+7,210
+5% +$792K 1.15% 18
2016
Q2 		$16.2M Buy
147,388
+33,094
+29% +$3.62M 1.2% 19
2016
Q1 		$12.5M Sell
114,294
-23,548
-17% -$2.57M 1.07% 19
2015
Q4 		$14.8M Buy
137,842
+4,448
+3% +$484K 1.24% 24
2015
Q3 		$14.6M Buy
133,394
+36,309
+37% +$3.96M 1.84% 7
2015
Q2 		$10.5M Buy
97,085
+75,240
+344% +$8.24M 1.35% 11
2015
Q1 		$2.41M Buy
21,845
+11,680
+115% +$1.28M 0.29% 70
2014
Q4 		$1.11M Buy
+10,165
New +$1.11M 0.2% 121

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

Stratos Wealth Partners's MBB Position: Q1 2026 in Review

Stratos Wealth Partners increased its iShares MBS ETF (MBB) stake by 21% in Q1 2026, buying an estimated $523K and bringing the position to 32,108 shares worth $3.05M. The position accounts for 0.03% of the portfolio, ranked #451.

Stratos Wealth Partners first reported a position in MBB in Q4 2014 and has held it in 46 quarters since. The position peaked at $17M in Q3 2016. 1,021 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Stratos Wealth Partners held 32,108 shares of iShares MBS ETF worth $3.05M as of Q1 2026.
  • Stratos Wealth Partners bought 5,472 iShares MBS ETF shares in Q1 2026, an estimated $523K.
  • iShares MBS ETF made up 0.03% of Stratos Wealth Partners's portfolio in Q1 2026, its #451 holding.
  • Stratos Wealth Partners first reported a position in iShares MBS ETF in Q4 2014 and has held it in 46 quarters since.
  • Stratos Wealth Partners's iShares MBS ETF position peaked at $17M in Q3 2016.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.