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Cypress Capital’s iShares MBS ETF MBB Stock Holding History

Cypress Capital’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 		$653K Buy
6,908
+370
+6% +$35K 0.18% 65
2026
Q1 		$621K Buy
6,538
+149
+2% +$14.2K 0.18% 62
2025
Q4 		$608K Sell
6,389
-332
-5% -$31.7K 0.17% 65
2025
Q3 		$640K Sell
6,721
-238
-3% -$22.4K 0.18% 61
2025
Q2 		$653K Sell
6,959
-71
-1% -$6.58K 0.19% 57
2025
Q1 		$659K Sell
7,030
-168
-2% -$15.5K 0.19% 59
2024
Q4 		$660K Sell
7,198
-295
-4% -$27.5K 0.19% 55
2024
Q3 		$718K Sell
7,493
-100
-1% -$9.45K 0.19% 57
2024
Q2 		$697K Buy
7,593
+16
+0.2% +$1.46K 0.18% 58
2024
Q1 		$700K Sell
7,577
-905
-11% -$83.7K 0.19% 54
2023
Q4 		$798K Sell
8,482
-557
-6% -$50K 0.23% 48
2023
Q3 		$803K Sell
9,039
-378
-4% -$34.5K 0.24% 51
2023
Q2 		$878K Buy
+9,417
New +$886K 0.25% 52
2023
Q1 		– Sell
-9,309
Closed -$863K – 86
2022
Q4 		$863K Sell
9,309
-216
-2% -$19.9K 0.27% 57
2022
Q3 		$872K Buy
9,525
+1,319
+16% +$128K 0.31% 57
2022
Q2 		$800K Buy
8,206
+171
+2% +$16.8K 0.11% 119
2022
Q1 		$819K Sell
8,035
-194
-2% -$20.2K 0.1% 123
2021
Q4 		$884K Sell
8,229
-31
-0.4% -$3.34K 0.1% 123
2021
Q3 		$893K Buy
+8,260
New +$896K 0.11% 117
2021
Q2 		– Sell
-7,757
Closed -$841K – 97
2021
Q1 		$841K Sell
7,757
-229
-3% -$25.1K 0.34% 57
2020
Q4 		$879K Sell
7,986
-770
-9% -$84.8K 0.4% 54
2020
Q3 		$964K Sell
8,756
-149
-2% -$16.5K 0.45% 48
2020
Q2 		$986K Buy
+8,905
New +$986K 0.44% 49
2019
Q4 		$1.02M Buy
9,416
+582
+7% +$62.9K 0.43% 29
2019
Q3 		$957K Buy
8,834
+538
+6% +$58.1K 0.44% 31
2019
Q2 		$893K Buy
8,296
+687
+9% +$73.1K 0.4% 30
2019
Q1 		$810K Buy
7,609
+442
+6% +$46.5K 0.34% 36
2018
Q4 		$750K Buy
+7,167
New +$737K 0.34% 37

Other funds holding MBB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Cypress Capital's MBB Position: Q2 2026 in Review

Cypress Capital increased its iShares MBS ETF (MBB) stake by 5.7% in Q2 2026, buying an estimated $35K and bringing the position to 6,908 shares worth $653K. The position accounts for 0.18% of the portfolio, ranked #65.

Cypress Capital first reported a position in MBB in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.02M in Q4 2019. 214 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Cypress Capital held 6,908 shares of iShares MBS ETF worth $653K as of Q2 2026.
  • Cypress Capital bought 370 iShares MBS ETF shares in Q2 2026, an estimated $35K.
  • iShares MBS ETF made up 0.18% of Cypress Capital's portfolio in Q2 2026, its #65 holding.
  • Cypress Capital first reported a position in iShares MBS ETF in Q4 2018 and has held it in 28 quarters since.
  • Cypress Capital's iShares MBS ETF position peaked at $1.02M in Q4 2019.
  • 214 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Cypress Capital's 13F filing for Q2 2026, filed 17 Jul 2026.