Burke & Herbert Bank & Trust’s iShares MBS ETF MBB Stock Holding History

Burke & Herbert Bank & Trust’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	$846K	Buy	+8,948	New	+$846K	0.21%	110

Other funds holding MBB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Burke & Herbert Bank & Trust's MBB Position: Q2 2026 in Review

Burke & Herbert Bank & Trust opened a new position in iShares MBS ETF (MBB) in Q2 2026: 8,948 shares worth $846K. The stake represents 0.21% of the portfolio and ranks #110 among its holdings.

680 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Burke & Herbert Bank & Trust held 8,948 shares of iShares MBS ETF worth $846K as of Q2 2026.
iShares MBS ETF was a new Burke & Herbert Bank & Trust position in Q2 2026.
iShares MBS ETF made up 0.21% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #110 holding.
680 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.