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Bingham Private Wealth’s iShares MBS ETF MBB Stock Holding History

Bingham 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 		$1.79M Buy
18,953
+3,098
+20% +$293K 1.23% 18
2026
Q1 		$1.51M Sell
15,855
-48
-0.3% -$4.59K 1.19% 20
2025
Q4 		$1.51M Buy
+15,903
New +$1.52M 1.31% 18
2025
Q2 		$1.81M Buy
19,292
+1,485
+8% +$138K 1.73% 11
2025
Q1 		$1.67M Buy
17,807
+260
+1% +$24K 1.73% 11
2024
Q4 		$1.61M Buy
+17,547
New +$1.63M 1.71% 11

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bingham Private Wealth's MBB Position: Q2 2026 in Review

Bingham Private Wealth increased its iShares MBS ETF (MBB) stake by 20% in Q2 2026, buying an estimated $293K and bringing the position to 18,953 shares worth $1.79M. The position accounts for 1.23% of the portfolio, ranked #18.

Bingham Private Wealth first reported a position in MBB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.81M in Q2 2025. 1,027 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Bingham Private Wealth held 18,953 shares of iShares MBS ETF worth $1.79M as of Q2 2026.
  • Bingham Private Wealth bought 3,098 iShares MBS ETF shares in Q2 2026, an estimated $293K.
  • iShares MBS ETF made up 1.23% of Bingham Private Wealth's portfolio in Q2 2026, its #18 holding.
  • Bingham Private Wealth first reported a position in iShares MBS ETF in Q4 2024 and has held it in 6 quarters since.
  • Bingham Private Wealth's iShares MBS ETF position peaked at $1.81M in Q2 2025.
  • 1,027 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Bingham Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.