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Atlantic Union Bankshares’s iShares MBS ETF MBB Stock Holding History

Atlantic Union Bankshares’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 		$3.78K Hold
40
– – ﹤0.01% 1479
2026
Q1 		$3.8K Hold
40
– – ﹤0.01% 1472
2025
Q4 		$3.81K Hold
40
– – ﹤0.01% 1423
2025
Q3 		$3.81K Hold
40
– – ﹤0.01% 1406
2025
Q2 		$3.76K Buy
+40
New +$3.71K ﹤0.01% 1022

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

Atlantic Union Bankshares's MBB Position: Q2 2026 in Review

Atlantic Union Bankshares held its iShares MBS ETF (MBB) position steady in Q2 2026 at 40 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

Atlantic Union Bankshares first reported a position in MBB in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.81K in Q4 2025. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Atlantic Union Bankshares held 40 shares of iShares MBS ETF worth $3.78K as of Q2 2026.
  • Atlantic Union Bankshares left its iShares MBS ETF share count unchanged in Q2 2026.
  • iShares MBS ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #1479 holding.
  • Atlantic Union Bankshares first reported a position in iShares MBS ETF in Q2 2025 and has held it in 5 quarters since.
  • Atlantic Union Bankshares's iShares MBS ETF position peaked at $3.81K in Q4 2025.
  • 1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.