WBH Advisory’s iShares MBS ETF MBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.44M Sell
57,475
-13,304
-19% -$1.27M 0.41% 53
2025
Q4
$6.74M Sell
70,779
-31,885
-31% -$3.04M 0.5% 50
2025
Q3
$9.77M Sell
102,664
-12,648
-11% -$1.19M 0.75% 35
2025
Q2
$10.8M Buy
115,312
+2,605
+2% +$241K 0.92% 30
2025
Q1
$10.6M Buy
112,707
+5,367
+5% +$496K 0.99% 31
2024
Q4
$9.84M Buy
107,340
+13,716
+15% +$1.28M 0.91% 31
2024
Q3
$8.97M Buy
93,624
+29,379
+46% +$2.78M 0.85% 34
2024
Q2
$5.9M Buy
64,245
+19
+0% +$1.73K 0.6% 43
2024
Q1
$5.94M Buy
64,226
+3,831
+6% +$354K 0.61% 44
2023
Q4
$5.68M Sell
60,395
-6,808
-10% -$611K 0.63% 43
2023
Q3
$5.97M Sell
67,203
-878
-1% -$80.3K 0.73% 39
2023
Q2
$6.35M Buy
68,081
+1,092
+2% +$103K 0.75% 37
2023
Q1
$6.35M Buy
+66,989
New +$6.33M 0.79% 36
2022
Q3
$1.04M Buy
11,380
+3,318
+41% +$322K 0.15% 138
2022
Q2
$786K Buy
8,062
+1,090
+16% +$107K 0.1% 159
2022
Q1
$687K Sell
6,972
-8,187
-54% -$854K 0.08% 183
2021
Q4
$1.63M Buy
+15,159
New +$1.63M 0.19% 109

Other funds holding MBB

WBH Advisory's MBB Position: Q1 2026 in Review

WBH Advisory reduced its iShares MBS ETF (MBB) stake by 19% in Q1 2026, selling an estimated $1.27M and leaving 57,475 shares worth $5.44M. The position accounts for 0.41% of the portfolio, ranked #53.

WBH Advisory first reported a position in MBB in Q4 2021 and has held it in 17 quarters since. The position peaked at $10.8M in Q2 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • WBH Advisory held 57,475 shares of iShares MBS ETF worth $5.44M as of Q1 2026.
  • WBH Advisory sold 13,304 iShares MBS ETF shares in Q1 2026, an estimated $1.27M.
  • iShares MBS ETF made up 0.41% of WBH Advisory's portfolio in Q1 2026, its #53 holding.
  • WBH Advisory first reported a position in iShares MBS ETF in Q4 2021 and has held it in 17 quarters since.
  • WBH Advisory's iShares MBS ETF position peaked at $10.8M in Q2 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.