Verus Capital Partners’s iShares MBS ETF MBB Stock Holding History

Verus Capital Partners’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	$2.79M	Buy	29,338 +1,149	+4%	+$110K	0.19%	83
2025 Q4	$2.68M	Buy	28,189 +2,417	+9%	+$231K	0.18%	82
2025 Q3	$2.45M	Buy	25,772 +1,959	+8%	+$184K	0.19%	69
2025 Q2	$2.24M	Buy	23,813 +2,367	+11%	+$219K	0.2%	72
2025 Q1	$2.01M	Sell	21,446 -2,674	-11%	-$247K	0.2%	72
2024 Q4	$2.21M	Sell	24,120 -3,421	-12%	-$319K	0.21%	65
2024 Q3	$2.64M	Buy	27,541 +5,895	+27%	+$557K	0.26%	56
2024 Q2	$1.99M	Buy	21,646 +2,484	+13%	+$226K	0.21%	74
2024 Q1	$1.77M	Buy	19,162 +5,182	+37%	+$479K	0.2%	77
2023 Q4	$1.32M	Buy	13,980 +10,112	+261%	+$907K	0.16%	88
2023 Q3	$344K	Sell	3,868 -471	-11%	-$43K	0.05%	206
2023 Q2	$405K	Buy	4,339 +110	+3%	+$10.3K	0.06%	187
2023 Q1	$401K	Buy	4,229 +1,214	+40%	+$115K	0.06%	183
2022 Q4	$280K	Buy	+3,015	New	+$278K	0.05%	214
2020 Q1	$19K	Hold	170	–	–	0.01%	820
2019 Q4	$18K	Buy	+170	New	+$18.4K	0.01%	942

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

Verus Capital Partners's MBB Position: Q1 2026 in Review

Verus Capital Partners increased its iShares MBS ETF (MBB) stake by 4.1% in Q1 2026, buying an estimated $110K and bringing the position to 29,338 shares worth $2.79M. The position accounts for 0.19% of the portfolio, ranked #83.

Verus Capital Partners first reported a position in MBB in Q4 2019 and has held it in 16 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Verus Capital Partners held 29,338 shares of iShares MBS ETF worth $2.79M as of Q1 2026.
Verus Capital Partners bought 1,149 iShares MBS ETF shares in Q1 2026, an estimated $110K.
iShares MBS ETF made up 0.19% of Verus Capital Partners's portfolio in Q1 2026, its #83 holding.
Verus Capital Partners first reported a position in iShares MBS ETF in Q4 2019 and has held it in 16 quarters since.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.