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Fiduciary Trust’s iShares MBS ETF MBB Stock Holding History

Fiduciary Trust’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 		$1.12M Sell
11,857
-750
-6% -$70.9K 0.01% 398
2026
Q1 		$1.2M Sell
12,607
-2,420
-16% -$231K 0.01% 384
2025
Q4 		$1.43M Sell
15,027
-865
-5% -$82.5K 0.02% 343
2025
Q3 		$1.51M Sell
15,892
-130
-0.8% -$12.2K 0.02% 337
2025
Q2 		$1.5M Buy
16,022
+4,800
+43% +$445K 0.02% 323
2025
Q1 		$1.05M Buy
11,222
+371
+3% +$34.3K 0.01% 378
2024
Q4 		$995K Buy
10,851
+150
+1% +$14K 0.01% 358
2024
Q3 		$1.03M Buy
10,701
+3,635
+51% +$344K 0.01% 357
2024
Q2 		$649K Sell
7,066
-380
-5% -$34.6K 0.01% 411
2024
Q1 		$688K Buy
7,446
+252
+4% +$23.3K 0.01% 407
2023
Q4 		$677K Sell
7,194
-379
-5% -$34K 0.01% 391
2023
Q3 		$672K Sell
7,573
-93
-1% -$8.5K 0.01% 374
2023
Q2 		$715K Buy
7,666
+1,400
+22% +$132K 0.01% 381
2023
Q1 		$594K Buy
6,266
+2,443
+64% +$231K 0.01% 411
2022
Q4 		$355K Sell
3,823
-4,294
-53% -$396K 0.01% 508
2022
Q3 		$743K Hold
8,117
– – 0.02% 368
2022
Q2 		$791K Buy
8,117
+3,540
+77% +$347K 0.02% 365
2022
Q1 		$466K Sell
4,577
-2,705
-37% -$282K 0.01% 484
2021
Q4 		$782K Sell
7,282
-225
-3% -$24.2K 0.01% 388
2021
Q3 		$812K Buy
7,507
+510
+7% +$55.3K 0.01% 376
2021
Q2 		$757K Buy
6,997
+5,097
+268% +$553K 0.01% 382
2021
Q1 		$206K Buy
+1,900
New +$208K ﹤0.01% 585

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

Fiduciary Trust's MBB Position: Q2 2026 in Review

Fiduciary Trust reduced its iShares MBS ETF (MBB) stake by 5.9% in Q2 2026, selling an estimated $70.9K and leaving 11,857 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #398.

Fiduciary Trust first reported a position in MBB in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.51M in Q3 2025. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Fiduciary Trust held 11,857 shares of iShares MBS ETF worth $1.12M as of Q2 2026.
  • Fiduciary Trust sold 750 iShares MBS ETF shares in Q2 2026, an estimated $70.9K.
  • iShares MBS ETF made up 0.01% of Fiduciary Trust's portfolio in Q2 2026, its #398 holding.
  • Fiduciary Trust first reported a position in iShares MBS ETF in Q1 2021 and has held it in 22 quarters since.
  • Fiduciary Trust's iShares MBS ETF position peaked at $1.51M in Q3 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.