Beacon Capital Management Inc (Ohio)’s iShares MBS ETF MBB Stock Holding History

Beacon Capital Management Inc (Ohio)’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	-131	Closed	-$12.4K	–	137
2026 Q1	$12.4K	Buy	+131	New	+$12.5K	﹤0.01%	97
2019 Q3	–	Sell	-2	Closed	–	–	115
2019 Q2	$0	Buy	+2	New	+$213	﹤0.01%	138
2018 Q1	–	Sell	-63	Closed	-$7K	–	101
2017 Q4	$7K	Buy	+63	New	+$6.72K	﹤0.01%	48
2016 Q1	–	Sell	-3	Closed	–	–	279
2015 Q4	$0	Buy	+3	New	+$326	﹤0.01%	321

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s MBB Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 131 shares — an estimated $12.4K sold.

Beacon Capital Management Inc (Ohio) first reported a position in MBB in Q4 2015 and held it in 4 quarters. The position peaked at $12.4K in Q1 2026. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Beacon Capital Management Inc (Ohio) reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 131 iShares MBS ETF shares in Q2 2026, an estimated $12.4K.
Beacon Capital Management Inc (Ohio) first reported a position in iShares MBS ETF in Q4 2015 and held it in 4 quarters.
Beacon Capital Management Inc (Ohio)'s iShares MBS ETF position peaked at $12.4K in Q1 2026.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.