Zenith Solutions
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Zenith Solutions’s iShares MBS ETF MBB Stock Holding History

Zenith 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
Q3 		$237K Sell
2,644
-4,892
-65% -$454K 0.21% 74
2026
Q2 		$712K Buy
+7,536
New +$713K 0.65% 45

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TIAA Wealth Investment Management
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Morgan Stanley
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TIAA-CREF Individual & Institutional Services
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Truist Financial
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Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Zenith Solutions's MBB Position: Q3 2026 in Review

Zenith Solutions reduced its iShares MBS ETF (MBB) stake by 65% in Q3 2026, selling an estimated $454K and leaving 2,644 shares worth $237K. The position accounts for 0.21% of the portfolio, ranked #74.

Zenith Solutions first reported a position in MBB in Q2 2026 and has held it in 2 quarters since. The position peaked at $712K in Q2 2026. 820 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Zenith Solutions held 2,644 shares of iShares MBS ETF worth $237K as of Q3 2026.
  • Zenith Solutions sold 4,892 iShares MBS ETF shares in Q3 2026, an estimated $454K.
  • iShares MBS ETF made up 0.21% of Zenith Solutions's portfolio in Q3 2026, its #74 holding.
  • Zenith Solutions first reported a position in iShares MBS ETF in Q2 2026 and has held it in 2 quarters since.
  • Zenith Solutions's iShares MBS ETF position peaked at $712K in Q2 2026.
  • 820 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Zenith Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.