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Talisman Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Talisman Wealth Advisors’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
-2,843
Closed -$271K – 112
2025
Q4 		$271K Buy
2,843
+517
+22% +$49.3K 0.21% 90
2025
Q3 		$221K Sell
2,326
-93
-4% -$8.74K 0.18% 110
2025
Q2 		$227K Sell
2,419
-116
-5% -$10.7K 0.21% 100
2025
Q1 		$238K Sell
2,535
-417
-14% -$38.6K 0.24% 91
2024
Q4 		$271K Buy
+2,952
New +$275K 0.29% 79
2023
Q2 		– Sell
-2,367
Closed -$224K – 85
2023
Q1 		$224K Sell
2,367
-54
-2% -$5.1K 0.4% 77
2022
Q4 		$225K Buy
+2,421
New +$223K 0.48% 65

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

Talisman Wealth Advisors's MBB Position: Q1 2026 in Review

Talisman Wealth Advisors sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 2,843 shares — an estimated $271K sold.

Talisman Wealth Advisors first reported a position in MBB in Q4 2022 and held it in 7 quarters. The position peaked at $271K in Q4 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Talisman Wealth Advisors reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
  • Talisman Wealth Advisors sold 2,843 iShares MBS ETF shares in Q1 2026, an estimated $271K.
  • Talisman Wealth Advisors first reported a position in iShares MBS ETF in Q4 2022 and held it in 7 quarters.
  • Talisman Wealth Advisors's iShares MBS ETF position peaked at $271K in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.