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Creative Capital Management Investments’s iShares MBS ETF MBB Stock Holding History

Creative Capital Management Investments’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 		– Sell
-3
Closed -$285 – 1451
2026
Q1 		$285 Sell
3
-1
-25% -$96 ﹤0.01% 311
2025
Q4 		$381 Buy
+4
New +$382 ﹤0.01% 299

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

Creative Capital Management Investments's MBB Position: Q2 2026 in Review

Creative Capital Management Investments sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 3 shares — an estimated $285 sold.

Creative Capital Management Investments first reported a position in MBB in Q4 2025 and held it in 2 quarters. The position peaked at $381 in Q4 2025. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Creative Capital Management Investments reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
  • Creative Capital Management Investments sold 3 iShares MBS ETF shares in Q2 2026, an estimated $285.
  • Creative Capital Management Investments first reported a position in iShares MBS ETF in Q4 2025 and held it in 2 quarters.
  • Creative Capital Management Investments's iShares MBS ETF position peaked at $381 in Q4 2025.
  • 1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.