Beacon Capital Management LLC (Tennessee)’s iShares MBS ETF MBB Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	$1.07M	Buy	+11,358	New	+$1.07M	0.16%	60
2025 Q3	–	Sell	-460	Closed	-$43.2K	–	654
2025 Q2	$43.2K	Buy	460 +120	+35%	+$11.1K	0.01%	367
2025 Q1	$31.9K	Sell	340 -2	-0.6%	-$185	﹤0.01%	391
2024 Q4	$31.4K	Sell	342 -560	-62%	-$52.1K	﹤0.01%	384
2024 Q3	$86.4K	Buy	902 +884	+4,911%	+$83.6K	0.01%	222
2024 Q2	$1.65K	Hold	18	–	–	﹤0.01%	890
2024 Q1	$1.66K	Buy	+18	New	+$1.67K	﹤0.01%	902

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 LLC (Tennessee)'s MBB Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) opened a new position in iShares MBS ETF (MBB) in Q2 2026: 11,358 shares worth $1.07M. The stake represents 0.16% of the portfolio and ranks #60 among its holdings. This is a return to the name: Beacon Capital Management LLC (Tennessee) previously reported a position in MBB as recently as Q2 2025.

Beacon Capital Management LLC (Tennessee) first reported a position in MBB in Q1 2024 and has held it in 7 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Beacon Capital Management LLC (Tennessee) held 11,358 shares of iShares MBS ETF worth $1.07M as of Q2 2026.
iShares MBS ETF was a new Beacon Capital Management LLC (Tennessee) position in Q2 2026.
iShares MBS ETF made up 0.16% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #60 holding.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares MBS ETF in Q1 2024 and has held it in 7 quarters since.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.