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Americana Partners’s iShares MBS ETF MBB Stock Holding History

Americana 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
Q2 		$1.1M Buy
11,684
+316
+3% +$29.9K 0.02% 304
2026
Q1 		$1.08M Buy
11,368
+824
+8% +$78.7K 0.03% 270
2025
Q4 		$1M Sell
10,544
-40
-0.4% -$3.81K 0.03% 273
2025
Q3 		$1.01M Buy
10,584
+213
+2% +$20K 0.03% 259
2025
Q2 		$974K Buy
10,371
+6,404
+161% +$593K 0.03% 253
2025
Q1 		$372K Sell
3,967
-360
-8% -$33.3K 0.01% 303
2024
Q4 		$397K Hold
4,327
– – 0.02% 303
2024
Q3 		$415K Buy
4,327
+386
+10% +$36.5K 0.03% 268
2024
Q2 		$362K Hold
3,941
– – 0.03% 268
2024
Q1 		$364K Sell
3,941
-7,848
-67% -$726K 0.03% 261
2023
Q4 		$1.11M Buy
+11,789
New +$1.06M 0.11% 155
2023
Q3 		– Sell
-2,447
Closed -$228K – 313
2023
Q2 		$228K Hold
2,447
– – 0.03% 265
2023
Q1 		$232K Hold
2,447
– – 0.04% 251
2022
Q4 		$227K Sell
2,447
-7,848
-76% -$724K 0.04% 228
2022
Q3 		$942K Buy
10,295
+6,806
+195% +$660K 0.17% 119
2022
Q2 		$340K Hold
3,489
– – 0.06% 175
2022
Q1 		$355K Sell
3,489
-11,228
-76% -$1.17M 0.11% 164
2021
Q4 		$1.58M Buy
14,717
+9,596
+187% +$1.03M 0.29% 89
2021
Q3 		$553K Buy
+5,121
New +$555K 0.13% 132

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

Americana Partners's MBB Position: Q2 2026 in Review

Americana Partners increased its iShares MBS ETF (MBB) stake by 2.8% in Q2 2026, buying an estimated $29.9K and bringing the position to 11,684 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #304.

Americana Partners first reported a position in MBB in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.58M in Q4 2021. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Americana Partners held 11,684 shares of iShares MBS ETF worth $1.1M as of Q2 2026.
  • Americana Partners bought 316 iShares MBS ETF shares in Q2 2026, an estimated $29.9K.
  • iShares MBS ETF made up 0.02% of Americana Partners's portfolio in Q2 2026, its #304 holding.
  • Americana Partners first reported a position in iShares MBS ETF in Q3 2021 and has held it in 19 quarters since.
  • Americana Partners's iShares MBS ETF position peaked at $1.58M in Q4 2021.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.