CrossGen Wealth’s iShares MBS ETF MBB Stock Holding History

CrossGen 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	$1.32K	Buy	+14	New	+$1.32K	﹤0.01%	197

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 22.96% 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

CrossGen Wealth's MBB Position: Q2 2026 in Review

CrossGen Wealth opened a new position in iShares MBS ETF (MBB) in Q2 2026: 14 shares worth $1.32K. The stake represents ﹤0.01% of the portfolio and ranks #197 among its holdings.

1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

CrossGen Wealth held 14 shares of iShares MBS ETF worth $1.32K as of Q2 2026.
iShares MBS ETF was a new CrossGen Wealth position in Q2 2026.
iShares MBS ETF made up ﹤0.01% of CrossGen Wealth's portfolio in Q2 2026, its #197 holding.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.