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Chesley Taft & Associates’s iShares MBS ETF MBB Stock Holding History

Chesley Taft & 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 		$252K Buy
2,665
+45
+2% +$4.26K 0.01% 344
2026
Q1 		$249K Buy
2,620
+217
+9% +$20.7K 0.01% 338
2025
Q4 		$229K Buy
2,403
+242
+11% +$23.1K 0.01% 354
2025
Q3 		$206K Hold
2,161
– – 0.01% 346
2025
Q2 		$203K Sell
2,161
-280
-11% -$25.9K 0.01% 331
2025
Q1 		$229K Sell
2,441
-580
-19% -$53.6K 0.01% 323
2024
Q4 		$277K Buy
3,021
+450
+18% +$41.9K 0.01% 296
2024
Q3 		$246K Buy
+2,571
New +$243K 0.01% 304

Other funds holding MBB

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Chesley Taft & Associates's MBB Position: Q2 2026 in Review

Chesley Taft & Associates increased its iShares MBS ETF (MBB) stake by 1.7% in Q2 2026, buying an estimated $4.26K and bringing the position to 2,665 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #344.

Chesley Taft & Associates first reported a position in MBB in Q3 2024 and has held it in 8 quarters since. The position peaked at $277K in Q4 2024. 429 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Chesley Taft & Associates held 2,665 shares of iShares MBS ETF worth $252K as of Q2 2026.
  • Chesley Taft & Associates bought 45 iShares MBS ETF shares in Q2 2026, an estimated $4.26K.
  • iShares MBS ETF made up 0.01% of Chesley Taft & Associates's portfolio in Q2 2026, its #344 holding.
  • Chesley Taft & Associates first reported a position in iShares MBS ETF in Q3 2024 and has held it in 8 quarters since.
  • Chesley Taft & Associates's iShares MBS ETF position peaked at $277K in Q4 2024.
  • 429 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.