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Vertex Investment Solutions’s iShares MBS ETF MBB Stock Holding History

Vertex Investment Solutions’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
-5,600
Closed -$535K – 29
2025
Q4 		$535K Buy
+5,600
New +$534K 0.53% 21

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Ameriprise
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TCIIS
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Vertex Investment Solutions's MBB Position: Q1 2026 in Review

Vertex Investment Solutions sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 5,600 shares — an estimated $535K sold.

Vertex Investment Solutions first reported a position in MBB in Q4 2025 and held it in 1 quarter. The position peaked at $535K in Q4 2025. 1,026 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Vertex Investment Solutions reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
  • Vertex Investment Solutions sold 5,600 iShares MBS ETF shares in Q1 2026, an estimated $535K.
  • Vertex Investment Solutions first reported a position in iShares MBS ETF in Q4 2025 and held it in 1 quarter.
  • Vertex Investment Solutions's iShares MBS ETF position peaked at $535K in Q4 2025.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Vertex Investment Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.