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Brookwood Investment Group’s iShares MBS ETF MBB Stock Holding History

Brookwood Investment Group’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 		$2.34M Sell
24,739
-1,043
-4% -$98.6K 0.26% 86
2026
Q1 		$2.45M Buy
25,782
+14,913
+137% +$1.42M 0.3% 75
2025
Q4 		$1.03M Buy
10,869
+224
+2% +$21.4K 0.12% 159
2025
Q3 		$1.01M Buy
10,645
+930
+10% +$87.4K 0.13% 144
2025
Q2 		$912K Sell
9,715
-2,236
-19% -$207K 0.15% 144
2025
Q1 		$1.12M Buy
+11,951
New +$1.11M 0.19% 105

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

Brookwood Investment Group's MBB Position: Q2 2026 in Review

Brookwood Investment Group reduced its iShares MBS ETF (MBB) stake by 4% in Q2 2026, selling an estimated $98.6K and leaving 24,739 shares worth $2.34M. The position accounts for 0.26% of the portfolio, ranked #86.

Brookwood Investment Group first reported a position in MBB in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.45M in Q1 2026. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Brookwood Investment Group held 24,739 shares of iShares MBS ETF worth $2.34M as of Q2 2026.
  • Brookwood Investment Group sold 1,043 iShares MBS ETF shares in Q2 2026, an estimated $98.6K.
  • iShares MBS ETF made up 0.26% of Brookwood Investment Group's portfolio in Q2 2026, its #86 holding.
  • Brookwood Investment Group first reported a position in iShares MBS ETF in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's iShares MBS ETF position peaked at $2.45M in Q1 2026.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.