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Brown, Lisle/Cummings’s iShares MBS ETF MBB Stock Holding History

Brown, Lisle/Cummings’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 		$27.8K Hold
294
– – 0.01% 463
2026
Q1 		$27.9K Buy
+294
New +$28.1K 0.01% 429

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 22.9% 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

Brown, Lisle/Cummings's MBB Position: Q2 2026 in Review

Brown, Lisle/Cummings held its iShares MBS ETF (MBB) position steady in Q2 2026 at 294 shares worth $27.8K. The position accounts for 0.01% of the portfolio, ranked #463.

Brown, Lisle/Cummings first reported a position in MBB in Q1 2026 and has held it in 2 quarters since. The position peaked at $27.9K in Q1 2026. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Brown, Lisle/Cummings held 294 shares of iShares MBS ETF worth $27.8K as of Q2 2026.
  • Brown, Lisle/Cummings left its iShares MBS ETF share count unchanged in Q2 2026.
  • iShares MBS ETF made up 0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #463 holding.
  • Brown, Lisle/Cummings first reported a position in iShares MBS ETF in Q1 2026 and has held it in 2 quarters since.
  • Brown, Lisle/Cummings's iShares MBS ETF position peaked at $27.9K in Q1 2026.
  • 1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.