Twin Peaks Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Twin Peaks Wealth Advisors’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	$2.53M	Buy	26,658 +3,274	+14%	+$313K	0.64%	41
2025 Q4	$2.23M	Buy	23,384 +4,607	+25%	+$439K	0.65%	42
2025 Q3	$1.79M	Buy	18,777 +2,448	+15%	+$230K	0.61%	40
2025 Q2	$1.53M	Buy	16,329 +513	+3%	+$47.5K	0.5%	43
2025 Q1	$1.46M	Sell	15,816 -3,862	-20%	-$357K	0.67%	39
2024 Q4	$1.8M	Buy	19,678 +2,522	+15%	+$235K	0.76%	33
2024 Q3	$1.64M	Buy	17,156 +2,203	+15%	+$208K	0.76%	35
2024 Q2	$1.37M	Buy	14,953 +1,795	+14%	+$163K	0.69%	36
2024 Q1	$1.22M	Buy	13,158 +1,865	+17%	+$173K	0.68%	35
2023 Q4	$1.06M	Buy	+11,293	New	+$1.01M	0.68%	36

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Twin Peaks Wealth Advisors's MBB Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its iShares MBS ETF (MBB) stake by 14% in Q1 2026, buying an estimated $313K and bringing the position to 26,658 shares worth $2.53M. The position accounts for 0.64% of the portfolio, ranked #41.

Twin Peaks Wealth Advisors 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.

Twin Peaks Wealth Advisors held 26,658 shares of iShares MBS ETF worth $2.53M as of Q1 2026.
Twin Peaks Wealth Advisors bought 3,274 iShares MBS ETF shares in Q1 2026, an estimated $313K.
iShares MBS ETF made up 0.64% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #41 holding.
Twin Peaks Wealth Advisors 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 Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.