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Concord Investment Counsel’s iShares MBS ETF MBB Stock Holding History

Concord Investment Counsel’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 		$645K Buy
6,822
+587
+9% +$55.5K 0.18% 33
2026
Q1 		$592K Sell
6,235
-953
-13% -$91K 0.2% 32
2025
Q4 		$684K Sell
7,188
-1,377
-16% -$131K 0.22% 29
2025
Q3 		$815K Buy
+8,565
New +$805K 0.26% 29
2024
Q1 		$728K Buy
+7,881
New +$729K 0.26% 33

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Concord Investment Counsel's MBB Position: Q2 2026 in Review

Concord Investment Counsel increased its iShares MBS ETF (MBB) stake by 9.4% in Q2 2026, buying an estimated $55.5K and bringing the position to 6,822 shares worth $645K. The position accounts for 0.18% of the portfolio, ranked #33.

Concord Investment Counsel first reported a position in MBB in Q1 2024 and has held it in 5 quarters since. The position peaked at $815K in Q3 2025. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Concord Investment Counsel held 6,822 shares of iShares MBS ETF worth $645K as of Q2 2026.
  • Concord Investment Counsel bought 587 iShares MBS ETF shares in Q2 2026, an estimated $55.5K.
  • iShares MBS ETF made up 0.18% of Concord Investment Counsel's portfolio in Q2 2026, its #33 holding.
  • Concord Investment Counsel first reported a position in iShares MBS ETF in Q1 2024 and has held it in 5 quarters since.
  • Concord Investment Counsel's iShares MBS ETF position peaked at $815K in Q3 2025.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Concord Investment Counsel's 13F filing for Q2 2026, filed 12 Aug 2026.