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 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

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

Chilton Capital Management's MBB Position: Q2 2026 in Review

Chilton Capital Management held its iShares MBS ETF (MBB) position steady in Q2 2026 at 48 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Chilton Capital Management first reported a position in MBB in Q4 2021 and has held it in 6 quarters since. The position peaked at $7.06K in Q4 2023. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Chilton Capital Management held 48 shares of iShares MBS ETF worth $4.54K as of Q2 2026.
Chilton Capital Management left its iShares MBS ETF share count unchanged in Q2 2026.
iShares MBS ETF made up ﹤0.01% of Chilton Capital Management's portfolio in Q2 2026, its #505 holding.
Chilton Capital Management first reported a position in iShares MBS ETF in Q4 2021 and has held it in 6 quarters since.
Chilton Capital Management's iShares MBS ETF position peaked at $7.06K in Q4 2023.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.