Cerity Partners
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Cerity Partners’s iShares MBS ETF MBB Stock Holding History

Cerity Partners’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 		$24.8M Sell
262,425
-26,164
-9% -$2.47M 0.03% 417
2026
Q1 		$27.4M Buy
288,589
+107,677
+60% +$10.3M 0.04% 360
2025
Q4 		$17.2M Sell
180,912
-31,683
-15% -$3.02M 0.03% 454
2025
Q3 		$20.2M Sell
212,595
-108,286
-34% -$10.2M 0.03% 381
2025
Q2 		$30.1M Buy
320,881
+275,117
+601% +$25.5M 0.05% 278
2025
Q1 		$4.29M Sell
45,764
-1,534
-3% -$142K 0.01% 789
2024
Q4 		$4.34M Buy
47,298
+8,230
+21% +$766K 0.01% 768
2024
Q3 		$3.74M Buy
39,068
+206
+0.5% +$19.5K 0.01% 826
2024
Q2 		$3.57M Sell
38,862
-4,847
-11% -$441K 0.01% 714
2024
Q1 		$4.04M Sell
43,709
-9,360
-18% -$866K 0.01% 717
2023
Q4 		$4.99M Sell
53,069
-120,389
-69% -$10.8M 0.02% 539
2023
Q3 		$15.4M Buy
173,458
+132,810
+327% +$12.1M 0.07% 231
2023
Q2 		$3.79M Sell
40,648
-13,515
-25% -$1.27M 0.01% 567
2023
Q1 		$6.71M Sell
54,163
-9,188
-15% -$868K 0.02% 435
2022
Q4 		$5.88M Buy
+63,351
New +$5.84M 0.04% 335
2022
Q2 		– Sell
-1,996
Closed -$203K – 1220
2022
Q1 		$203K Buy
+1,996
New +$208K ﹤0.01% 863

Other funds holding MBB

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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Cerity Partners's MBB Position: Q2 2026 in Review

Cerity Partners reduced its iShares MBS ETF (MBB) stake by 9.1% in Q2 2026, selling an estimated $2.47M and leaving 262,425 shares worth $24.8M. The position accounts for 0.03% of the portfolio, ranked #417.

Cerity Partners first reported a position in MBB in Q1 2022 and has held it in 16 quarters since. The position peaked at $30.1M in Q2 2025. 985 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Cerity Partners held 262,425 shares of iShares MBS ETF worth $24.8M as of Q2 2026.
  • Cerity Partners sold 26,164 iShares MBS ETF shares in Q2 2026, an estimated $2.47M.
  • iShares MBS ETF made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #417 holding.
  • Cerity Partners first reported a position in iShares MBS ETF in Q1 2022 and has held it in 16 quarters since.
  • Cerity Partners's iShares MBS ETF position peaked at $30.1M in Q2 2025.
  • 985 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.