Cheviot Value Management’s iShares MBS ETF MBB Stock Holding History

Cheviot Value Management’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	$284	Hold	3	–	–	﹤0.01%	412
2026 Q1	$285	Hold	3	–	–	﹤0.01%	394
2025 Q4	$287	Hold	3	–	–	﹤0.01%	386
2025 Q3	$289	Hold	3	–	–	﹤0.01%	416
2025 Q2	$281	Hold	3	–	–	﹤0.01%	403
2025 Q1	$277	Buy	+3	New	+$277	﹤0.01%	425

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cheviot Value Management's MBB Position: Q2 2026 in Review

Cheviot Value Management held its iShares MBS ETF (MBB) position steady in Q2 2026 at 3 shares worth $284. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Cheviot Value Management first reported a position in MBB in Q1 2025 and has held it in 6 quarters since. The position peaked at $289 in Q3 2025. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Cheviot Value Management held 3 shares of iShares MBS ETF worth $284 as of Q2 2026.
Cheviot Value Management left its iShares MBS ETF share count unchanged in Q2 2026.
iShares MBS ETF made up ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #412 holding.
Cheviot Value Management first reported a position in iShares MBS ETF in Q1 2025 and has held it in 6 quarters since.
Cheviot Value Management's iShares MBS ETF position peaked at $289 in Q3 2025.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.