Corient Private Wealth
MBB icon

Corient Private Wealth’s iShares MBS ETF MBB Stock Holding History

Corient Private Wealth’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 		$74.3M Buy
786,118
+173,525
+28% +$16.4M 0.1% 181
2026
Q1 		$57.6M Buy
612,593
+226,346
+59% +$21.6M 0.08% 216
2025
Q4 		$36.8M Sell
386,247
-73,545
-16% -$7.02M 0.05% 295
2025
Q3 		$43.7M Buy
459,792
+20,518
+5% +$1.93M 0.07% 258
2025
Q2 		$41.2M Buy
439,274
+24,816
+6% +$2.3M 0.05% 258
2025
Q1 		$38.9M Buy
414,458
+8,555
+2% +$791K 0.06% 268
2024
Q4 		$37.2M Buy
405,903
+81,403
+25% +$7.58M 0.06% 271
2024
Q3 		$31.1M Buy
324,500
+18,463
+6% +$1.75M 0.05% 334
2024
Q2 		$28.1M Buy
306,037
+14,583
+5% +$1.33M 0.05% 322
2024
Q1 		$26.9M Sell
291,454
-134,052
-32% -$12.4M 0.05% 333
2023
Q4 		$40M Sell
425,506
-283,175
-40% -$25.4M 0.07% 257
2023
Q3 		$75.2M Buy
708,681
+369,247
+109% +$33.7M 0.17% 137
2023
Q2 		$31.7M Buy
339,434
+276,036
+435% +$26M 0.07% 254
2023
Q1 		$6.01M Buy
+63,398
New +$5.99M 0.02% 546

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 22.9% 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

Corient Private Wealth's MBB Position: Q2 2026 in Review

Corient Private Wealth increased its iShares MBS ETF (MBB) stake by 28% in Q2 2026, buying an estimated $16.4M and bringing the position to 786,118 shares worth $74.3M. The position accounts for 0.1% of the portfolio, ranked #181.

Corient Private Wealth first reported a position in MBB in Q1 2023 and has held it in 14 quarters since. The position peaked at $75.2M in Q3 2023. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Corient Private Wealth held 786,118 shares of iShares MBS ETF worth $74.3M as of Q2 2026.
  • Corient Private Wealth bought 173,525 iShares MBS ETF shares in Q2 2026, an estimated $16.4M.
  • iShares MBS ETF made up 0.1% of Corient Private Wealth's portfolio in Q2 2026, its #181 holding.
  • Corient Private Wealth first reported a position in iShares MBS ETF in Q1 2023 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares MBS ETF position peaked at $75.2M in Q3 2023.
  • 1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.