Comprehensive Money Management Services’s iShares MBS ETF MBB Stock Holding History

Comprehensive Money Management Services’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	$326K	Sell	3,450 -265	-7%	-$25.1K	0.21%	145
2026 Q1	$353K	Buy	3,715 +200	+6%	+$19.1K	0.23%	139
2025 Q4	$335K	Hold	3,515	–	–	0.23%	133
2025 Q3	$334K	Hold	3,515	–	–	0.24%	130
2025 Q2	$330K	Sell	3,515 -368	-9%	-$34.1K	0.25%	125
2025 Q1	$364K	Buy	3,883 +368	+10%	+$34K	0.29%	112
2024 Q4	$322K	Buy	+3,515	New	+$327K	0.27%	122

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 22.9% 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

Comprehensive Money Management Services's MBB Position: Q2 2026 in Review

Comprehensive Money Management Services reduced its iShares MBS ETF (MBB) stake by 7.1% in Q2 2026, selling an estimated $25.1K and leaving 3,450 shares worth $326K. The position accounts for 0.21% of the portfolio, ranked #145.

Comprehensive Money Management Services first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $364K in Q1 2025. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Comprehensive Money Management Services held 3,450 shares of iShares MBS ETF worth $326K as of Q2 2026.
Comprehensive Money Management Services sold 265 iShares MBS ETF shares in Q2 2026, an estimated $25.1K.
iShares MBS ETF made up 0.21% of Comprehensive Money Management Services's portfolio in Q2 2026, its #145 holding.
Comprehensive Money Management Services first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Money Management Services's iShares MBS ETF position peaked at $364K in Q1 2025.
1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.