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Tradition Wealth Management’s iShares MBS ETF MBB Stock Holding History

Tradition Wealth Management’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 		$2.56M Buy
27,001
+896
+3% +$85.6K 0.18% 116
2025
Q4 		$2.49M Sell
26,105
-31
-0.1% -$2.96K 0.18% 115
2025
Q3 		$2.49M Sell
26,136
-1,724
-6% -$162K 0.18% 112
2025
Q2 		$2.62M Sell
27,860
-715
-3% -$66.3K 0.21% 97
2025
Q1 		$2.68M Sell
28,575
-3,324
-10% -$307K 0.24% 88
2024
Q4 		$2.92M Buy
31,899
+364
+1% +$33.9K 0.26% 85
2024
Q3 		$3.02M Buy
31,535
+333
+1% +$31.5K 0.27% 78
2024
Q2 		$2.86M Buy
31,202
+376
+1% +$34.2K 0.28% 77
2024
Q1 		$2.85M Buy
30,826
+1,018
+3% +$94.2K 0.29% 73
2023
Q4 		$2.8M Buy
29,808
+5
+0% +$448 0.29% 63
2023
Q3 		$2.65M Sell
29,803
-7,364
-20% -$673K 0.32% 68
2023
Q2 		$3.47M Buy
37,167
+258
+0.7% +$24.3K 0.4% 57
2023
Q1 		$3.5M Buy
36,909
+31,261
+553% +$2.95M 0.43% 54
2022
Q4 		$524K Sell
5,648
-1,914
-25% -$177K 0.07% 158
2022
Q3 		$693K Sell
7,562
-1,362
-15% -$132K 0.1% 132
2022
Q2 		$870K Sell
8,924
-3,020
-25% -$296K 0.13% 118
2022
Q1 		$1.22M Sell
11,944
-30,975
-72% -$3.23M 0.16% 114
2021
Q4 		$4.61M Sell
42,919
-341
-0.8% -$36.7K 0.58% 51
2021
Q3 		$4.68M Buy
43,260
+5,210
+14% +$565K 0.67% 43
2021
Q2 		$4.12M Sell
38,050
-2,409
-6% -$261K 0.62% 48
2021
Q1 		$4.39M Buy
40,459
+1,158
+3% +$127K 0.76% 41
2020
Q4 		$4.33M Buy
+39,301
New +$4.33M 0.84% 35

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

Tradition Wealth Management's MBB Position: Q1 2026 in Review

Tradition Wealth Management increased its iShares MBS ETF (MBB) stake by 3.4% in Q1 2026, buying an estimated $85.6K and bringing the position to 27,001 shares worth $2.56M. The position accounts for 0.18% of the portfolio, ranked #116.

Tradition Wealth Management first reported a position in MBB in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.68M in Q3 2021. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Tradition Wealth Management held 27,001 shares of iShares MBS ETF worth $2.56M as of Q1 2026.
  • Tradition Wealth Management bought 896 iShares MBS ETF shares in Q1 2026, an estimated $85.6K.
  • iShares MBS ETF made up 0.18% of Tradition Wealth Management's portfolio in Q1 2026, its #116 holding.
  • Tradition Wealth Management first reported a position in iShares MBS ETF in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's iShares MBS ETF position peaked at $4.68M in Q3 2021.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

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