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Dakota Wealth Management’s iShares MBS ETF MBB Stock Holding History

Dakota Wealth Management’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 		$68.1M Buy
720,721
+117,108
+19% +$11.1M 1.3% 16
2026
Q1 		$57.3M Buy
603,613
+57,258
+10% +$5.47M 1.24% 16
2025
Q4 		$52M Buy
546,355
+182,706
+50% +$17.4M 0.92% 17
2025
Q3 		$34.6M Buy
363,649
+62,909
+21% +$5.91M 0.7% 31
2025
Q2 		$28.2M Buy
300,740
+83,686
+39% +$7.75M 0.59% 37
2025
Q1 		$20.4M Buy
217,054
+16,051
+8% +$1.48M 0.48% 43
2024
Q4 		$18.4M Buy
201,003
+29,957
+18% +$2.79M 0.42% 48
2024
Q3 		$16.4M Buy
171,046
+104,491
+157% +$9.88M 0.37% 54
2024
Q2 		$6.11M Buy
+66,555
New +$6.06M 0.14% 129

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 22.96% 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

Dakota Wealth Management's MBB Position: Q2 2026 in Review

Dakota Wealth Management increased its iShares MBS ETF (MBB) stake by 19% in Q2 2026, buying an estimated $11.1M and bringing the position to 720,721 shares worth $68.1M. The position accounts for 1.3% of the portfolio, ranked #16.

Dakota Wealth Management first reported a position in MBB in Q2 2024 and has held it in 9 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Dakota Wealth Management held 720,721 shares of iShares MBS ETF worth $68.1M as of Q2 2026.
  • Dakota Wealth Management bought 117,108 iShares MBS ETF shares in Q2 2026, an estimated $11.1M.
  • iShares MBS ETF made up 1.3% of Dakota Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Dakota Wealth Management first reported a position in iShares MBS ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.