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TCTC Holdings’s iShares MBS ETF MBB Stock Holding History

TCTC Holdings’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
-162
Closed -$15.4K – 421
2025
Q4 		$15.4K Hold
162
– – ﹤0.01% 467
2025
Q3 		$15.4K Buy
+162
New +$15.2K ﹤0.01% 461
2024
Q1 		– Sell
-145
Closed -$13.6K – 547
2023
Q4 		$13.6K Hold
145
– – ﹤0.01% 400
2023
Q3 		$12.9K Hold
145
– – ﹤0.01% 355
2023
Q2 		$13.5K Hold
145
– – ﹤0.01% 345
2023
Q1 		$13.7K Hold
145
– – ﹤0.01% 367
2022
Q4 		$13.4K Hold
145
– – ﹤0.01% 348
2022
Q3 		$13K Buy
+145
New +$14.1K ﹤0.01% 340

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

TCTC Holdings's MBB Position: Q1 2026 in Review

TCTC Holdings sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 162 shares — an estimated $15.4K sold.

TCTC Holdings first reported a position in MBB in Q3 2022 and held it in 8 quarters. The position peaked at $15.4K in Q4 2025. 1,026 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • TCTC Holdings reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
  • TCTC Holdings sold 162 iShares MBS ETF shares in Q1 2026, an estimated $15.4K.
  • TCTC Holdings first reported a position in iShares MBS ETF in Q3 2022 and held it in 8 quarters.
  • TCTC Holdings's iShares MBS ETF position peaked at $15.4K in Q4 2025.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on TCTC Holdings's 13F filing for Q1 2026, filed 7 May 2026.