EFG International’s iShares MBS ETF MBB Stock Holding History

EFG International’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	$789K	Buy	8,349 +1,253	+18%	+$118K	0.01%	453
2026 Q1	$674K	Buy	+7,096	New	+$678K	0.01%	461

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 22.9% 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

EFG International's MBB Position: Q2 2026 in Review

EFG International increased its iShares MBS ETF (MBB) stake by 18% in Q2 2026, buying an estimated $118K and bringing the position to 8,349 shares worth $789K. The position accounts for 0.01% of the portfolio, ranked #453.

EFG International first reported a position in MBB in Q1 2026 and has held it in 2 quarters since. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

EFG International held 8,349 shares of iShares MBS ETF worth $789K as of Q2 2026.
EFG International bought 1,253 iShares MBS ETF shares in Q2 2026, an estimated $118K.
iShares MBS ETF made up 0.01% of EFG International's portfolio in Q2 2026, its #453 holding.
EFG International first reported a position in iShares MBS ETF in Q1 2026 and has held it in 2 quarters since.
1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on EFG International's 13F filing for Q2 2026, filed 14 Aug 2026.