Chilton Capital Management’s iShares MBS ETF MBB Stock Holding History

Chilton Capital 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 Q3	$4.3K	Hold	48	–	–	﹤0.01%	519
2026 Q2	$4.54K	Hold	48	–	–	﹤0.01%	505
2026 Q1	$4.56K	Hold	48	–	–	﹤0.01%	551
2025 Q4	$4.57K	Hold	48	–	–	﹤0.01%	508
2025 Q3	$4.57K	Buy	+48	New	+$4.51K	﹤0.01%	523
2024 Q1	–	Sell	-75	Closed	-$7.06K	–	636
2023 Q4	$7.06K	Buy	+75	New	+$6.73K	﹤0.01%	490
2022 Q1	–	Sell	-64	Closed	-$7K	–	444
2021 Q4	$7K	Buy	+64	New	+$6.89K	﹤0.01%	535

Other funds holding MBB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Chilton Capital Management's MBB Position: Q3 2026 in Review

Chilton Capital Management held its iShares MBS ETF (MBB) position steady in Q3 2026 at 48 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Chilton Capital Management first reported a position in MBB in Q4 2021 and has held it in 7 quarters since. The position peaked at $7.06K in Q4 2023. 540 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

Chilton Capital Management held 48 shares of iShares MBS ETF worth $4.3K as of Q3 2026.
Chilton Capital Management left its iShares MBS ETF share count unchanged in Q3 2026.
iShares MBS ETF made up ﹤0.01% of Chilton Capital Management's portfolio in Q3 2026, its #519 holding.
Chilton Capital Management first reported a position in iShares MBS ETF in Q4 2021 and has held it in 7 quarters since.
Chilton Capital Management's iShares MBS ETF position peaked at $7.06K in Q4 2023.
540 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Chilton Capital Management's 13F filing for Q3 2026, filed 28 Oct 2026.