BH
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Burk Holdings’s iShares MBS ETF MBB Stock Holding History

Burk Holdings’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 		$58 Sell
1
-75
-99% -$7.09K ﹤0.01% 639
2026
Q1 		$7.18K Buy
+76
New +$7.26K ﹤0.01% 305

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

Burk Holdings's MBB Position: Q2 2026 in Review

Burk Holdings reduced its iShares MBS ETF (MBB) stake by 99% in Q2 2026, selling an estimated $7.09K and leaving 1 share worth $58. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Burk Holdings first reported a position in MBB in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.18K in Q1 2026. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Burk Holdings held 1 share of iShares MBS ETF worth $58 as of Q2 2026.
  • Burk Holdings sold 75 iShares MBS ETF shares in Q2 2026, an estimated $7.09K.
  • iShares MBS ETF made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #639 holding.
  • Burk Holdings first reported a position in iShares MBS ETF in Q1 2026 and has held it in 2 quarters since.
  • Burk Holdings's iShares MBS ETF position peaked at $7.18K in Q1 2026.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.