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Triad Wealth Partners’s iShares MBS ETF MBB Stock Holding History

Triad Wealth Partners’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 		$20.4M Buy
214,833
+63,834
+42% +$6.1M 1.62% 11
2025
Q4 		$14.4M Buy
150,999
+26,480
+21% +$2.53M 1.37% 15
2025
Q3 		$11.8M Buy
124,519
+17,282
+16% +$1.62M 1.53% 16
2025
Q2 		$10.1M Buy
107,237
+22,907
+27% +$2.12M 2.03% 13
2025
Q1 		$7.91M Sell
84,330
-2,827
-3% -$261K 2.46% 9
2024
Q4 		$7.99M Buy
87,157
+37,105
+74% +$3.45M 2.89% 8
2024
Q3 		$4.8M Buy
50,052
+50,029
+217,517% +$4.73M 2.55% 13
2024
Q2 		$2.11K Buy
+23
New +$2.1K ﹤0.01% 751

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 $83.7B AUM 27.22% 1-Year Est. Return

Triad Wealth Partners's MBB Position: Q1 2026 in Review

Triad Wealth Partners increased its iShares MBS ETF (MBB) stake by 42% in Q1 2026, buying an estimated $6.1M and bringing the position to 214,833 shares worth $20.4M. The position accounts for 1.62% of the portfolio, ranked #11.

Triad Wealth Partners first reported a position in MBB in Q2 2024 and has held it in 8 quarters since. 1,021 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Triad Wealth Partners held 214,833 shares of iShares MBS ETF worth $20.4M as of Q1 2026.
  • Triad Wealth Partners bought 63,834 iShares MBS ETF shares in Q1 2026, an estimated $6.1M.
  • iShares MBS ETF made up 1.62% of Triad Wealth Partners's portfolio in Q1 2026, its #11 holding.
  • Triad Wealth Partners first reported a position in iShares MBS ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.