Beverly Hills Private Wealth’s iShares MBS ETF MBB Stock Holding History

Beverly Hills Private Wealth’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	$299K	Sell	3,163 -317	-9%	-$30K	0.06%	198
2026 Q1	$330K	Sell	3,480 -18	-0.5%	-$1.72K	0.06%	250
2025 Q4	$333K	Sell	3,498 -326	-9%	-$31.1K	0.06%	234
2025 Q3	$364K	Sell	3,824 -706	-16%	-$66.3K	0.06%	231
2025 Q2	$425K	Buy	4,530 +177	+4%	+$16.4K	0.08%	200
2025 Q1	$408K	Sell	4,353 -484	-10%	-$44.8K	0.08%	200
2024 Q4	$443K	Sell	4,837 -883	-15%	-$82.2K	0.09%	188
2024 Q3	$548K	Sell	5,720 -5,311	-48%	-$502K	0.11%	171
2024 Q2	$1.01M	Buy	11,031 +1,664	+18%	+$152K	0.22%	116
2024 Q1	$866K	Sell	9,367 -18,161	-66%	-$1.68M	0.2%	117
2023 Q4	$2.59M	Buy	27,528 +19,429	+240%	+$1.74M	0.68%	35
2023 Q3	$719K	Buy	8,099 +679	+9%	+$62.1K	0.21%	104
2023 Q2	$681K	Buy	7,420 +2,860	+63%	+$269K	0.11%	194
2023 Q1	$432K	Buy	+4,560	New	+$431K	0.13%	168

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

Beverly Hills Private Wealth's MBB Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its iShares MBS ETF (MBB) stake by 9.1% in Q2 2026, selling an estimated $30K and leaving 3,163 shares worth $299K. The position accounts for 0.06% of the portfolio, ranked #198.

Beverly Hills Private Wealth first reported a position in MBB in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.59M in Q4 2023. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Beverly Hills Private Wealth held 3,163 shares of iShares MBS ETF worth $299K as of Q2 2026.
Beverly Hills Private Wealth sold 317 iShares MBS ETF shares in Q2 2026, an estimated $30K.
iShares MBS ETF made up 0.06% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #198 holding.
Beverly Hills Private Wealth first reported a position in iShares MBS ETF in Q1 2023 and has held it in 14 quarters since.
Beverly Hills Private Wealth's iShares MBS ETF position peaked at $2.59M in Q4 2023.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.