Beutel, Goodman & Co’s iShares MBS ETF MBB Stock Holding History

Beutel, Goodman & Co’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 Q1	$25K	Hold	270	–	–	﹤0.01%	148
2025 Q4	$25K	Hold	270	–	–	﹤0.01%	146
2025 Q3	$25K	Hold	270	–	–	﹤0.01%	147
2025 Q2	$25K	Hold	270	–	–	﹤0.01%	148
2025 Q1	$25K	Hold	270	–	–	﹤0.01%	164
2024 Q4	$24K	Hold	270	–	–	﹤0.01%	84
2024 Q3	$25K	Hold	270	–	–	﹤0.01%	87
2024 Q2	$24K	Buy	+270	New	+$24.6K	﹤0.01%	76

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Beutel, Goodman & Co's MBB Position: Q1 2026 in Review

Beutel, Goodman & Co held its iShares MBS ETF (MBB) position steady in Q1 2026 at 270 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #148.

Beutel, Goodman & Co first reported a position in MBB in Q2 2024 and has held it in 8 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Beutel, Goodman & Co held 270 shares of iShares MBS ETF worth $25K as of Q1 2026.
Beutel, Goodman & Co left its iShares MBS ETF share count unchanged in Q1 2026.
iShares MBS ETF made up ﹤0.01% of Beutel, Goodman & Co's portfolio in Q1 2026, its #148 holding.
Beutel, Goodman & Co first reported a position in iShares MBS ETF in Q2 2024 and has held it in 8 quarters since.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Beutel, Goodman & Co's 13F filing for Q1 2026, filed 15 May 2026.