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BIP Wealth’s iShares MBS ETF MBB Stock Holding History

BIP 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 		$222K Buy
2,344
+42
+2% +$3.97K 0.01% 521
2026
Q1 		$219K Sell
2,302
-92
-4% -$8.79K 0.01% 426
2025
Q4 		$228K Buy
2,394
+92
+4% +$8.78K 0.01% 414
2025
Q3 		$219K Hold
2,302
– – 0.01% 286
2025
Q2 		$216K Hold
2,302
– – 0.01% 253
2025
Q1 		$216K Sell
2,302
-391
-15% -$36.2K 0.01% 250
2024
Q4 		$247K Buy
+2,693
New +$251K 0.02% 227

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

BIP Wealth's MBB Position: Q2 2026 in Review

BIP Wealth increased its iShares MBS ETF (MBB) stake by 1.8% in Q2 2026, buying an estimated $3.97K and bringing the position to 2,344 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #521.

BIP Wealth first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $247K in Q4 2024. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • BIP Wealth held 2,344 shares of iShares MBS ETF worth $222K as of Q2 2026.
  • BIP Wealth bought 42 iShares MBS ETF shares in Q2 2026, an estimated $3.97K.
  • iShares MBS ETF made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #521 holding.
  • BIP Wealth first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • BIP Wealth's iShares MBS ETF position peaked at $247K in Q4 2024.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.