Biltmore Family Office’s iShares MBS ETF MBB Stock Holding History

Biltmore Family Office’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	$17.6K	Buy	186 +168	+933%	+$15.9K	﹤0.01%	312
2026 Q1	$1.71K	Hold	18	–	–	﹤0.01%	313
2025 Q4	$1.71K	Buy	+18	New	+$1.72K	﹤0.01%	320
2022 Q1	–	Sell	-62	Closed	-$7K	–	229
2021 Q4	$7K	Hold	62	–	–	﹤0.01%	223
2021 Q3	$7K	Buy	+62	New	+$6.72K	﹤0.01%	202
2019 Q4	–	Sell	-331	Closed	-$36K	–	215
2019 Q3	$36K	Buy	+331	New	+$35.7K	0.02%	158

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

Biltmore Family Office's MBB Position: Q2 2026 in Review

Biltmore Family Office increased its iShares MBS ETF (MBB) stake by 933% in Q2 2026, buying an estimated $15.9K and bringing the position to 186 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Biltmore Family Office first reported a position in MBB in Q3 2019 and has held it in 6 quarters since. The position peaked at $36K in Q3 2019. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Biltmore Family Office held 186 shares of iShares MBS ETF worth $17.6K as of Q2 2026.
Biltmore Family Office bought 168 iShares MBS ETF shares in Q2 2026, an estimated $15.9K.
iShares MBS ETF made up ﹤0.01% of Biltmore Family Office's portfolio in Q2 2026, its #312 holding.
Biltmore Family Office first reported a position in iShares MBS ETF in Q3 2019 and has held it in 6 quarters since.
Biltmore Family Office's iShares MBS ETF position peaked at $36K in Q3 2019.
1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.