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Albion Financial Group’s iShares MBS ETF MBB Stock Holding History

Albion Financial Group’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
Q2 		– Sell
-123
Closed -$11.7K – 719
2026
Q1 		$11.7K Buy
+123
New +$11.8K ﹤0.01% 402
2022
Q3 		– Sell
-164
Closed -$16K – 516
2022
Q2 		$16K Hold
164
– – ﹤0.01% 289
2022
Q1 		$17K Sell
164
-164
-50% -$17.1K ﹤0.01% 327
2021
Q4 		$35K Buy
+328
New +$35.3K ﹤0.01% 311

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Albion Financial Group's MBB Position: Q2 2026 in Review

Albion Financial Group sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 123 shares — an estimated $11.7K sold.

Albion Financial Group first reported a position in MBB in Q4 2021 and held it in 4 quarters. The position peaked at $35K in Q4 2021. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Albion Financial Group reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
  • Albion Financial Group sold 123 iShares MBS ETF shares in Q2 2026, an estimated $11.7K.
  • Albion Financial Group first reported a position in iShares MBS ETF in Q4 2021 and held it in 4 quarters.
  • Albion Financial Group's iShares MBS ETF position peaked at $35K in Q4 2021.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.