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Buttonwood Financial Group’s iShares MBS ETF MBB Stock Holding History

Buttonwood Financial 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 		$1.99M Buy
21,049
+1,194
+6% +$113K 1.14% 16
2026
Q1 		$1.89M Sell
19,855
-163
-0.8% -$15.6K 1.16% 17
2025
Q4 		$1.92M Sell
20,018
-7,913
-28% -$755K 1.02% 18
2025
Q3 		$2.66M Buy
27,931
+1,039
+4% +$97.6K 1.15% 16
2025
Q2 		$2.5M Buy
26,892
+202
+0.8% +$18.7K 1.27% 14
2025
Q1 		$2.45M Sell
26,690
-26,639
-50% -$2.46M 1.44% 15
2024
Q4 		$4.89M Buy
53,329
+3,198
+6% +$298K 2.71% 10
2024
Q3 		$4.8M Sell
50,131
-522
-1% -$49.3K 2.88% 9
2024
Q2 		$4.6M Buy
50,653
+3,157
+7% +$288K 2.63% 11
2024
Q1 		$4.39M Buy
47,496
+17,285
+57% +$1.6M 2.6% 11
2023
Q4 		$2.84M Buy
30,211
+269
+0.9% +$24.1K 2.07% 12
2023
Q3 		$2.57M Buy
29,942
+389
+1% +$35.6K 1.88% 14
2023
Q2 		$2.75M Buy
29,553
+3,459
+13% +$325K 2.38% 11
2023
Q1 		$2.47M Buy
26,094
+18,990
+267% +$1.79M 2.47% 9
2022
Q4 		$659K Buy
+7,104
New +$655K 0.6% 19

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

Buttonwood Financial Group's MBB Position: Q2 2026 in Review

Buttonwood Financial Group increased its iShares MBS ETF (MBB) stake by 6% in Q2 2026, buying an estimated $113K and bringing the position to 21,049 shares worth $1.99M. The position accounts for 1.14% of the portfolio, ranked #16.

Buttonwood Financial Group first reported a position in MBB in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.89M in Q4 2024. 1,018 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Buttonwood Financial Group held 21,049 shares of iShares MBS ETF worth $1.99M as of Q2 2026.
  • Buttonwood Financial Group bought 1,194 iShares MBS ETF shares in Q2 2026, an estimated $113K.
  • iShares MBS ETF made up 1.14% of Buttonwood Financial Group's portfolio in Q2 2026, its #16 holding.
  • Buttonwood Financial Group first reported a position in iShares MBS ETF in Q4 2022 and has held it in 15 quarters since.
  • Buttonwood Financial Group's iShares MBS ETF position peaked at $4.89M in Q4 2024.
  • 1,018 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Buttonwood Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.