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Vernal Point Advisors’s iShares MBS ETF MBB Stock Holding History

Vernal Point 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 		– Sell
-3,169
Closed -$302K – 22
2025
Q4 		$302K Sell
3,169
-6,626
-68% -$632K 0.12% 20
2025
Q3 		$932K Sell
9,795
-750
-7% -$70.5K 0.4% 16
2025
Q2 		$990K Hold
10,545
– – 0.58% 16
2025
Q1 		$989K Sell
10,545
-8,455
-45% -$782K 0.66% 15
2024
Q4 		$1.74M Hold
19,000
– – 1.2% 11
2024
Q3 		$1.82M Hold
19,000
– – 1.41% 11
2024
Q2 		$1.74M Hold
19,000
– – 1.24% 11
2024
Q1 		$1.76M Hold
19,000
– – 1.5% 10
2023
Q4 		$1.79M Buy
+19,000
New +$1.7M 1.86% 10

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

Vernal Point Advisors's MBB Position: Q1 2026 in Review

Vernal Point Advisors sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 3,169 shares — an estimated $302K sold.

Vernal Point Advisors first reported a position in MBB in Q4 2023 and held it in 9 quarters. The position peaked at $1.82M in Q3 2024. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Vernal Point Advisors reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
  • Vernal Point Advisors sold 3,169 iShares MBS ETF shares in Q1 2026, an estimated $302K.
  • Vernal Point Advisors first reported a position in iShares MBS ETF in Q4 2023 and held it in 9 quarters.
  • Vernal Point Advisors's iShares MBS ETF position peaked at $1.82M in Q3 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Vernal Point Advisors's 13F filing for Q1 2026, filed 14 May 2026.