TPCW
MBB icon

TD Private Client Wealth’s iShares MBS ETF MBB Stock Holding History

TD Private Client Wealth’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 		$3.07M Buy
32,296
+1,553
+5% +$148K 0.06% 197
2025
Q4 		$2.93M Buy
30,743
+16,040
+109% +$1.53M 0.06% 196
2025
Q3 		$1.4M Buy
14,703
+1,222
+9% +$115K 0.03% 300
2025
Q2 		$1.27M Buy
13,481
+6,339
+89% +$587K 0.03% 318
2025
Q1 		$670K Buy
7,142
+1,846
+35% +$171K 0.02% 398
2024
Q4 		$486K Buy
5,296
+238
+5% +$22.2K 0.01% 451
2024
Q3 		$485K Sell
5,058
-68
-1% -$6.43K 0.01% 458
2024
Q2 		$471K Buy
5,126
+43
+0.8% +$3.92K 0.01% 438
2024
Q1 		$470K Sell
5,083
-245
-5% -$22.7K 0.02% 456
2023
Q4 		$501K Buy
5,328
+944
+22% +$84.7K 0.02% 434
2023
Q3 		$389K Sell
4,384
-6,249
-59% -$571K 0.02% 448
2023
Q2 		$992K Buy
10,633
+10
+0.1% +$941 0.04% 334
2023
Q1 		$1.01M Buy
10,623
+1,741
+20% +$164K 0.05% 327
2022
Q4 		$824K Sell
8,882
-2,366
-21% -$218K 0.04% 350
2022
Q3 		$1.03M Sell
11,248
-14,742
-57% -$1.43M 0.05% 303
2022
Q2 		$2.53M Sell
25,990
-37,653
-59% -$3.69M 0.12% 177
2022
Q1 		$6.48M Buy
63,643
+4,281
+7% +$447K 0.28% 78
2021
Q4 		$6.38M Sell
59,362
-5,704
-9% -$614K 0.26% 81
2021
Q3 		$7.04M Sell
65,066
-4,405
-6% -$478K 0.3% 76
2021
Q2 		$7.52M Buy
69,471
+4,985
+8% +$540K 0.32% 68
2021
Q1 		$6.99M Buy
64,486
+25,089
+64% +$2.75M 0.33% 66
2020
Q4 		$4.34M Buy
39,397
+6,396
+19% +$704K 0.22% 105
2020
Q3 		$3.64M Buy
33,001
+4,650
+16% +$514K 0.2% 113
2020
Q2 		$3.14M Buy
28,351
+27,444
+3,026% +$3.04M 0.18% 122
2020
Q1 		$100K Buy
+907
New +$98.7K 0.01% 497

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

TD Private Client Wealth's MBB Position: Q1 2026 in Review

TD Private Client Wealth increased its iShares MBS ETF (MBB) stake by 5.1% in Q1 2026, buying an estimated $148K and bringing the position to 32,296 shares worth $3.07M. The position accounts for 0.06% of the portfolio, ranked #197.

TD Private Client Wealth first reported a position in MBB in Q1 2020 and has held it in 25 quarters since. The position peaked at $7.52M in Q2 2021. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • TD Private Client Wealth held 32,296 shares of iShares MBS ETF worth $3.07M as of Q1 2026.
  • TD Private Client Wealth bought 1,553 iShares MBS ETF shares in Q1 2026, an estimated $148K.
  • iShares MBS ETF made up 0.06% of TD Private Client Wealth's portfolio in Q1 2026, its #197 holding.
  • TD Private Client Wealth first reported a position in iShares MBS ETF in Q1 2020 and has held it in 25 quarters since.
  • TD Private Client Wealth's iShares MBS ETF position peaked at $7.52M in Q2 2021.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.