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True Vision MN’s iShares MBS ETF MBB Stock Holding History

True Vision MN’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 		$5.74M Buy
60,402
+8,735
+17% +$835K 2.96% 10
2025
Q4 		$4.92M Buy
51,667
+1,240
+2% +$118K 2.5% 11
2025
Q3 		$4.8M Buy
50,427
+2,631
+6% +$247K 2.5% 12
2025
Q2 		$4.49M Sell
47,796
-271
-0.6% -$25.1K 2.48% 11
2025
Q1 		$4.51M Sell
48,067
-7,667
-14% -$709K 2.7% 9
2024
Q4 		$5.11M Buy
55,734
+3,243
+6% +$302K 3.03% 9
2024
Q3 		$5.03M Buy
52,491
+3,608
+7% +$341K 3.01% 8
2024
Q2 		$4.49M Buy
48,883
+3,289
+7% +$300K 2.92% 8
2024
Q1 		$4.09M Buy
45,594
+9,357
+26% +$865K 2.88% 8
2023
Q4 		$3.41M Buy
+36,237
New +$3.25M 2.74% 8

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

True Vision MN's MBB Position: Q1 2026 in Review

True Vision MN increased its iShares MBS ETF (MBB) stake by 17% in Q1 2026, buying an estimated $835K and bringing the position to 60,402 shares worth $5.74M. The position accounts for 2.96% of the portfolio, ranked #10.

True Vision MN first reported a position in MBB in Q4 2023 and has held it in 10 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • True Vision MN held 60,402 shares of iShares MBS ETF worth $5.74M as of Q1 2026.
  • True Vision MN bought 8,735 iShares MBS ETF shares in Q1 2026, an estimated $835K.
  • iShares MBS ETF made up 2.96% of True Vision MN's portfolio in Q1 2026, its #10 holding.
  • True Vision MN first reported a position in iShares MBS ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on True Vision MN's 13F filing for Q1 2026, filed 16 Apr 2026.