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Cooper Financial Group’s iShares MBS ETF MBB Stock Holding History

Cooper Financial Group’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 		$717K Buy
7,582
+328
+5% +$31K 0.06% 214
2026
Q1 		$689K Buy
7,254
+920
+15% +$87.9K 0.07% 209
2025
Q4 		$603K Sell
6,334
-33
-0.5% -$3.15K 0.06% 215
2025
Q3 		$606K Sell
6,367
-334
-5% -$31.4K 0.07% 205
2025
Q2 		$629K Sell
6,701
-10,345
-61% -$959K 0.07% 204
2025
Q1 		$1.6M Buy
17,046
+3,092
+22% +$286K 0.21% 98
2024
Q4 		$1.28M Buy
13,954
+4,317
+45% +$402K 0.15% 112
2024
Q3 		$923K Buy
9,637
+937
+11% +$88.6K 0.12% 154
2024
Q2 		$799K Buy
8,700
+255
+3% +$23.2K 0.12% 157
2024
Q1 		$781K Sell
8,445
-256
-3% -$23.7K 0.13% 154
2023
Q4 		$819K Sell
8,701
-6,740
-44% -$604K 0.15% 128
2023
Q3 		$1.37M Sell
15,441
-3,178
-17% -$290K 0.33% 68
2023
Q2 		$1.74M Buy
18,619
+307
+2% +$28.9K 0.43% 50
2023
Q1 		$1.73M Buy
18,312
+1,161
+7% +$110K 0.47% 46
2022
Q4 		$1.59M Buy
17,151
+13,288
+344% +$1.23M 0.49% 43
2022
Q3 		$354K Buy
3,863
+33
+0.9% +$3.2K 0.13% 161
2022
Q2 		$373K Sell
3,830
-428
-10% -$42K 0.14% 155
2022
Q1 		$434K Buy
4,258
+1,099
+35% +$115K 0.16% 128
2021
Q4 		$339K Sell
3,159
-97,270
-97% -$10.5M 0.13% 155
2021
Q3 		$10.9M Buy
100,429
+69,973
+230% +$7.59M 2.25% 10
2021
Q2 		$3.3M Sell
30,456
-10,613
-26% -$1.15M 0.67% 28
2021
Q1 		$4.45M Sell
41,069
-35,204
-46% -$3.86M 1.01% 21
2020
Q4 		$8.4M Buy
76,273
+71,665
+1,555% +$7.89M 1.71% 14
2020
Q3 		$509K Sell
4,608
-64
-1% -$7.08K 0.15% 101
2020
Q2 		$517K Buy
4,672
+1,107
+31% +$123K 0.17% 84
2020
Q1 		$394K Buy
3,565
+115
+3% +$12.5K 0.16% 91
2019
Q4 		$373K Sell
3,450
-226
-6% -$24.4K 0.15% 88
2019
Q3 		$398K Buy
+3,676
New +$397K 0.18% 83

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

Cooper Financial Group's MBB Position: Q2 2026 in Review

Cooper Financial Group increased its iShares MBS ETF (MBB) stake by 4.5% in Q2 2026, buying an estimated $31K and bringing the position to 7,582 shares worth $717K. The position accounts for 0.06% of the portfolio, ranked #214.

Cooper Financial Group first reported a position in MBB in Q3 2019 and has held it in 28 quarters since. The position peaked at $10.9M in Q3 2021. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Cooper Financial Group held 7,582 shares of iShares MBS ETF worth $717K as of Q2 2026.
  • Cooper Financial Group bought 328 iShares MBS ETF shares in Q2 2026, an estimated $31K.
  • iShares MBS ETF made up 0.06% of Cooper Financial Group's portfolio in Q2 2026, its #214 holding.
  • Cooper Financial Group first reported a position in iShares MBS ETF in Q3 2019 and has held it in 28 quarters since.
  • Cooper Financial Group's iShares MBS ETF position peaked at $10.9M in Q3 2021.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.