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 Q2	$35K	Buy	380 +110	+41%	+$10.4K	﹤0.01%	140
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 $1.55T 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

Beutel, Goodman & Co's MBB Position: Q2 2026 in Review

Beutel, Goodman & Co increased its iShares MBS ETF (MBB) stake by 41% in Q2 2026, buying an estimated $10.4K and bringing the position to 380 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #140.

Beutel, Goodman & Co first reported a position in MBB in Q2 2024 and has held it in 9 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Beutel, Goodman & Co held 380 shares of iShares MBS ETF worth $35K as of Q2 2026.
Beutel, Goodman & Co bought 110 iShares MBS ETF shares in Q2 2026, an estimated $10.4K.
iShares MBS ETF made up ﹤0.01% of Beutel, Goodman & Co's portfolio in Q2 2026, its #140 holding.
Beutel, Goodman & Co first reported a position in iShares MBS ETF in Q2 2024 and has held it in 9 quarters since.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Beutel, Goodman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.