Vermillion & White Wealth Management Group’s iShares MBS ETF MBB Stock Holding History

Vermillion & White Wealth Management Group’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	–	Sell	-834	Closed	-$79.4K	–	336
2025 Q4	$79.4K	Hold	834	–	–	0.04%	115
2025 Q3	$79.4K	Hold	834	–	–	0.05%	114
2025 Q2	$78.3K	Hold	834	–	–	0.05%	105
2025 Q1	$78.2K	Sell	834 -4,588	-85%	-$424K	0.06%	96
2024 Q4	$497K	Sell	5,422 -238	-4%	-$22.2K	0.37%	41
2024 Q3	$542K	Buy	5,660 +597	+12%	+$56.4K	0.4%	40
2024 Q2	$465K	Sell	5,063 -196	-4%	-$17.9K	0.35%	43
2024 Q1	$486K	Buy	5,259 +2,316	+79%	+$214K	0.39%	42
2023 Q4	$277K	Buy	+2,943	New	+$264K	0.27%	40

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

Vermillion & White Wealth Management Group's MBB Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 834 shares — an estimated $79.4K sold.

Vermillion & White Wealth Management Group first reported a position in MBB in Q4 2023 and held it in 9 quarters. The position peaked at $542K in Q3 2024. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 834 iShares MBS ETF shares in Q1 2026, an estimated $79.4K.
Vermillion & White Wealth Management Group first reported a position in iShares MBS ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's iShares MBS ETF position peaked at $542K in Q3 2024.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.