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Chatterton & Associates’s iShares MBS ETF MBB Stock Holding History

Chatterton & Associates’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 		$4.49M Buy
47,855
+10,353
+28% +$979K 2.64% 12
2026
Q1 		$3.57M Buy
37,502
+10,449
+39% +$998K 2.5% 13
2025
Q4 		$2.58M Buy
+27,053
New +$2.58M 2.21% 15

Other funds holding MBB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Bank of New York Mellon
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
Envestnet Portfolio Solutions
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
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Chatterton & Associates's MBB Position: Q2 2026 in Review

Chatterton & Associates increased its iShares MBS ETF (MBB) stake by 28% in Q2 2026, buying an estimated $979K and bringing the position to 47,855 shares worth $4.49M. The position accounts for 2.64% of the portfolio, ranked #12.

Chatterton & Associates first reported a position in MBB in Q4 2025 and has held it in 3 quarters since. 637 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Chatterton & Associates held 47,855 shares of iShares MBS ETF worth $4.49M as of Q2 2026.
  • Chatterton & Associates bought 10,353 iShares MBS ETF shares in Q2 2026, an estimated $979K.
  • iShares MBS ETF made up 2.64% of Chatterton & Associates's portfolio in Q2 2026, its #12 holding.
  • Chatterton & Associates first reported a position in iShares MBS ETF in Q4 2025 and has held it in 3 quarters since.
  • 637 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.