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Vise Technologies’s iShares MBS ETF MBB Stock Holding History

Vise Technologies’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 		$19.8M Hold
207,511
– – 0.39% 46
2025
Q4 		$19.8M Buy
207,511
+35,240
+20% +$3.36M 0.39% 46
2025
Q3 		$16.4M Buy
172,271
+12,291
+8% +$1.15M 0.61% 30
2025
Q2 		$15M Buy
+159,980
New +$14.8M 0.62% 27
2024
Q4 		$11.6M Buy
126,919
+4,699
+4% +$438K 0.97% 17
2024
Q3 		$11.7M Sell
122,220
-905
-0.7% -$85.5K 1.49% 12
2024
Q2 		$11.3M Buy
123,125
+17,405
+16% +$1.59M 1.98% 9
2024
Q1 		$9.77M Buy
105,720
+9,366
+10% +$866K 1.92% 8
2023
Q4 		$9.06M Buy
96,354
+676
+0.7% +$60.6K 1.95% 6
2023
Q3 		$8.5M Sell
95,678
-4,852
-5% -$443K 2.09% 6
2023
Q2 		$9.38M Buy
100,530
+8,707
+9% +$819K 2.27% 5
2023
Q1 		$8.7M Buy
91,823
+21,398
+30% +$2.02M 2.29% 7
2022
Q4 		$6.53M Buy
70,425
+13,863
+25% +$1.28M 2.04% 9
2022
Q3 		$5.18M Buy
56,562
+7,309
+15% +$709K 1.95% 10
2022
Q2 		$4.8M Buy
49,253
+18,967
+63% +$1.86M 1.86% 10
2022
Q1 		$3.08M Buy
+30,286
New +$3.16M 1.16% 24

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

Vise Technologies's MBB Position: Q1 2026 in Review

Vise Technologies held its iShares MBS ETF (MBB) position steady in Q1 2026 at 207,511 shares worth $19.8M. The position accounts for 0.39% of the portfolio, ranked #46.

Vise Technologies first reported a position in MBB in Q1 2022 and has held it in 16 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Vise Technologies held 207,511 shares of iShares MBS ETF worth $19.8M as of Q1 2026.
  • Vise Technologies left its iShares MBS ETF share count unchanged in Q1 2026.
  • iShares MBS ETF made up 0.39% of Vise Technologies's portfolio in Q1 2026, its #46 holding.
  • Vise Technologies first reported a position in iShares MBS ETF in Q1 2022 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 Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.