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Dearborn Partners’s iShares MBS ETF MBB Stock Holding History

Dearborn Partners’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 		$491K Sell
5,195
-41
-0.8% -$3.88K 0.03% 192
2026
Q1 		$497K Sell
5,236
-227
-4% -$21.7K 0.03% 179
2025
Q4 		$520K Sell
5,463
-198
-3% -$18.9K 0.03% 176
2025
Q3 		$539K Buy
+5,661
New +$532K 0.03% 173

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

Dearborn Partners's MBB Position: Q2 2026 in Review

Dearborn Partners reduced its iShares MBS ETF (MBB) stake by 0.78% in Q2 2026, selling an estimated $3.88K and leaving 5,195 shares worth $491K. The position accounts for 0.03% of the portfolio, ranked #192.

Dearborn Partners first reported a position in MBB in Q3 2025 and has held it in 4 quarters since. The position peaked at $539K in Q3 2025. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Dearborn Partners held 5,195 shares of iShares MBS ETF worth $491K as of Q2 2026.
  • Dearborn Partners sold 41 iShares MBS ETF shares in Q2 2026, an estimated $3.88K.
  • iShares MBS ETF made up 0.03% of Dearborn Partners's portfolio in Q2 2026, its #192 holding.
  • Dearborn Partners first reported a position in iShares MBS ETF in Q3 2025 and has held it in 4 quarters since.
  • Dearborn Partners's iShares MBS ETF position peaked at $539K in Q3 2025.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Dearborn Partners's 13F filing for Q2 2026, filed 13 Aug 2026.