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Edgestream Partners’s iShares MBS ETF MBB Stock Holding History

Edgestream 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 		$1.41M Buy
+14,890
New +$1.41M 0.04% 601
2026
Q1 		– Sell
-18,795
Closed -$1.79M – 1013
2025
Q4 		$1.79M Sell
18,795
-9,394
-33% -$896K 0.05% 563
2025
Q3 		$2.68M Buy
28,189
+19,311
+218% +$1.81M 0.08% 444
2025
Q2 		$834K Buy
+8,878
New +$823K 0.02% 671
2024
Q4 		– Sell
-14,644
Closed -$1.4M – 998
2024
Q3 		$1.4M Buy
+14,644
New +$1.38M 0.06% 501

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

Edgestream Partners's MBB Position: Q2 2026 in Review

Edgestream Partners opened a new position in iShares MBS ETF (MBB) in Q2 2026: 14,890 shares worth $1.41M. The stake represents 0.04% of the portfolio and ranks #601 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in MBB as recently as Q4 2025.

Edgestream Partners first reported a position in MBB in Q3 2024 and has held it in 5 quarters since. The position peaked at $2.68M in Q3 2025. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Edgestream Partners held 14,890 shares of iShares MBS ETF worth $1.41M as of Q2 2026.
  • iShares MBS ETF was a new Edgestream Partners position in Q2 2026.
  • iShares MBS ETF made up 0.04% of Edgestream Partners's portfolio in Q2 2026, its #601 holding.
  • Edgestream Partners first reported a position in iShares MBS ETF in Q3 2024 and has held it in 5 quarters since.
  • Edgestream Partners's iShares MBS ETF position peaked at $2.68M in Q3 2025.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.