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

Chapman 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 		$1.33M Sell
14,020
-120
-0.8% -$11.3K 0.88% 26
2026
Q1 		$1.34M Sell
14,140
-22
-0.2% -$2.1K 0.96% 27
2025
Q4 		$1.35M Sell
14,162
-281
-2% -$26.8K 0.92% 26
2025
Q3 		$1.37M Buy
14,443
+5,224
+57% +$491K 0.95% 24
2025
Q2 		$866K Buy
+9,219
New +$854K 0.73% 48
2024
Q4 		$718K Buy
+7,834
New +$729K 0.57% 57

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

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

Chapman Financial Group reduced its iShares MBS ETF (MBB) stake by 0.85% in Q2 2026, selling an estimated $11.3K and leaving 14,020 shares worth $1.33M. The position accounts for 0.88% of the portfolio, ranked #26.

Chapman Financial Group first reported a position in MBB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.37M in Q3 2025. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Chapman Financial Group held 14,020 shares of iShares MBS ETF worth $1.33M as of Q2 2026.
  • Chapman Financial Group sold 120 iShares MBS ETF shares in Q2 2026, an estimated $11.3K.
  • iShares MBS ETF made up 0.88% of Chapman Financial Group's portfolio in Q2 2026, its #26 holding.
  • Chapman Financial Group first reported a position in iShares MBS ETF in Q4 2024 and has held it in 6 quarters since.
  • Chapman Financial Group's iShares MBS ETF position peaked at $1.37M in Q3 2025.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.