Cypress Wealth Services’s iShares MBS ETF MBB Stock Holding History

Cypress Wealth Services’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	$5.8M	Buy	61,414 +4,571	+8%	+$432K	0.71%	35
2026 Q1	$5.4M	Buy	56,843 +4,629	+9%	+$442K	0.76%	37
2025 Q4	$4.97M	Buy	52,214 +5,821	+13%	+$555K	0.69%	35
2025 Q3	$4.41M	Buy	46,393 +909	+2%	+$85.4K	0.72%	33
2025 Q2	$4.27M	Buy	45,484 +1,963	+5%	+$182K	0.76%	32
2025 Q1	$4.08M	Sell	43,521 -7,579	-15%	-$701K	0.83%	27
2024 Q4	$4.68M	Buy	51,100 +4,514	+10%	+$420K	0.94%	26
2024 Q3	$4.46M	Buy	46,586 +120	+0.3%	+$11.3K	0.92%	26
2024 Q2	$4.27M	Sell	46,466 -977	-2%	-$89K	0.95%	26
2024 Q1	$4.38M	Buy	47,443 +2,018	+4%	+$187K	1.02%	24
2023 Q4	$4.27M	Sell	45,425 -6,968	-13%	-$625K	1.07%	20
2023 Q3	$4.65M	Sell	52,393 -8,568	-14%	-$783K	1.29%	17
2023 Q2	$5.7M	Buy	60,961 +4,992	+9%	+$470K	1.5%	14
2023 Q1	$5.3M	Buy	55,969 +20,611	+58%	+$1.95M	1.55%	14
2022 Q4	$3.28M	Buy	35,358 +25,515	+259%	+$2.35M	1.05%	21
2022 Q3	$898K	Sell	9,843 -867	-8%	-$84K	0.31%	74
2022 Q2	$1.04M	Buy	10,710 +600	+6%	+$58.8K	0.33%	68
2022 Q1	$1.03M	Sell	10,110 -2,823	-22%	-$295K	0.28%	66
2021 Q4	$1.39M	Buy	12,933 +1,002	+8%	+$108K	0.38%	61
2021 Q3	$1.29M	Sell	11,931 -388	-3%	-$42.1K	0.39%	57
2021 Q2	$1.33M	Sell	12,319 -13,460	-52%	-$1.46M	0.36%	59
2021 Q1	$2.79M	Buy	25,779 +399	+2%	+$43.7K	0.58%	41
2020 Q4	$2.79M	Buy	+25,380	New	+$2.79M	0.62%	38
2020 Q3	–	Sell	-3,236	Closed	-$358K	–	404
2020 Q2	$358K	Sell	3,236 -22,197	-87%	-$2.46M	0.09%	183
2020 Q1	$2.81M	Sell	25,433 -3,386	-12%	-$368K	0.83%	38
2019 Q4	$3.11M	Buy	28,819 +4,745	+20%	+$513K	0.79%	38
2019 Q3	$2.61M	Buy	24,074 +14,010	+139%	+$1.51M	0.72%	42
2019 Q2	$1.08M	Buy	10,064 +7,093	+239%	+$755K	0.31%	93
2019 Q1	$316K	Sell	2,971 -212	-7%	-$22.3K	0.1%	174
2018 Q4	$333K	Buy	+3,183	New	+$327K	0.13%	143

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

Cypress Wealth Services's MBB Position: Q2 2026 in Review

Cypress Wealth Services increased its iShares MBS ETF (MBB) stake by 8% in Q2 2026, buying an estimated $432K and bringing the position to 61,414 shares worth $5.8M. The position accounts for 0.71% of the portfolio, ranked #35.

Cypress Wealth Services first reported a position in MBB in Q4 2018 and has held it in 30 quarters since. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Cypress Wealth Services held 61,414 shares of iShares MBS ETF worth $5.8M as of Q2 2026.
Cypress Wealth Services bought 4,571 iShares MBS ETF shares in Q2 2026, an estimated $432K.
iShares MBS ETF made up 0.71% of Cypress Wealth Services's portfolio in Q2 2026, its #35 holding.
Cypress Wealth Services first reported a position in iShares MBS ETF in Q4 2018 and has held it in 30 quarters since.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.