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BridgePort Financial Solutions’s iShares MBS ETF MBB Stock Holding History

BridgePort Financial Solutions’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 		$543K Buy
5,745
+1,811
+46% +$171K 0.14% 128
2026
Q1 		$374K Sell
3,934
-341
-8% -$32.6K 0.11% 151
2025
Q4 		$407K Buy
4,275
+648
+18% +$61.8K 0.11% 147
2025
Q3 		$345K Sell
3,627
-1,047
-22% -$98.4K 0.09% 166
2025
Q2 		$439K Buy
4,674
+532
+13% +$49.3K 0.15% 116
2025
Q1 		$388K Sell
4,142
-64
-2% -$5.92K 0.18% 109
2024
Q4 		$394K Buy
+4,206
New +$392K 0.18% 106

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

BridgePort Financial Solutions's MBB Position: Q2 2026 in Review

BridgePort Financial Solutions increased its iShares MBS ETF (MBB) stake by 46% in Q2 2026, buying an estimated $171K and bringing the position to 5,745 shares worth $543K. The position accounts for 0.14% of the portfolio, ranked #128.

BridgePort Financial Solutions first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • BridgePort Financial Solutions held 5,745 shares of iShares MBS ETF worth $543K as of Q2 2026.
  • BridgePort Financial Solutions bought 1,811 iShares MBS ETF shares in Q2 2026, an estimated $171K.
  • iShares MBS ETF made up 0.14% of BridgePort Financial Solutions's portfolio in Q2 2026, its #128 holding.
  • BridgePort Financial Solutions first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.