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

Tandem 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 		$12M Sell
126,557
-49,501
-28% -$4.73M 5.36% 9
2025
Q4 		$15.7M Buy
176,058
+19,696
+13% +$1.88M 7.03% 6
2025
Q3 		$14.9M Buy
156,362
+10,700
+7% +$1.01M 7.07% 6
2025
Q2 		$13.7M Sell
145,662
-8,425
-5% -$781K 6.76% 6
2025
Q1 		$14.4M Buy
154,087
+1,220
+0.8% +$113K 7.56% 4
2024
Q4 		$14M Buy
152,867
+14,527
+11% +$1.35M 7.15% 4
2024
Q3 		$13.3M Buy
138,340
+2,532
+2% +$239K 6.72% 4
2024
Q2 		$12.5M Buy
135,808
+3,104
+2% +$283K 6.68% 4
2024
Q1 		$12.2M Buy
132,704
+4,589
+4% +$424K 6.7% 4
2023
Q4 		$12.1M Sell
128,115
-2,871
-2% -$257K 6.95% 4
2023
Q3 		$11.6M Buy
130,986
+4,977
+4% +$455K 7.11% 5
2023
Q2 		$11.7M Sell
126,009
-578
-0.5% -$54.4K 7.11% 5
2023
Q1 		$12M Buy
126,587
+855
+0.7% +$80.7K 7.46% 5
2022
Q4 		$11.7M Buy
+125,732
New +$11.6M 7.41% 4

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

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

Tandem Wealth Advisors reduced its iShares MBS ETF (MBB) stake by 28% in Q1 2026, selling an estimated $4.73M and leaving 126,557 shares worth $12M. The position accounts for 5.36% of the portfolio, ranked #9.

Tandem Wealth Advisors first reported a position in MBB in Q4 2022 and has held it in 14 quarters since. The position peaked at $15.7M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Tandem Wealth Advisors held 126,557 shares of iShares MBS ETF worth $12M as of Q1 2026.
  • Tandem Wealth Advisors sold 49,501 iShares MBS ETF shares in Q1 2026, an estimated $4.73M.
  • iShares MBS ETF made up 5.36% of Tandem Wealth Advisors's portfolio in Q1 2026, its #9 holding.
  • Tandem Wealth Advisors first reported a position in iShares MBS ETF in Q4 2022 and has held it in 14 quarters since.
  • Tandem Wealth Advisors's iShares MBS ETF position peaked at $15.7M in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.