Graetz Wealth’s iShares MBS ETF MBB Stock Holding History

Graetz Wealth’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	$252K	Buy	2,661 +73	+3%	+$6.9K	0.2%	76
2026 Q1	$246K	Buy	2,588 +10	+0.4%	+$955	0.22%	64
2025 Q4	$246K	Buy	+2,578	New	+$246K	0.22%	60

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 22.96% 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

Graetz Wealth's MBB Position: Q2 2026 in Review

Graetz Wealth increased its iShares MBS ETF (MBB) stake by 2.8% in Q2 2026, buying an estimated $6.9K and bringing the position to 2,661 shares worth $252K. The position accounts for 0.2% of the portfolio, ranked #76.

Graetz Wealth first reported a position in MBB in Q4 2025 and has held it in 3 quarters since. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Graetz Wealth held 2,661 shares of iShares MBS ETF worth $252K as of Q2 2026.
Graetz Wealth bought 73 iShares MBS ETF shares in Q2 2026, an estimated $6.9K.
iShares MBS ETF made up 0.2% of Graetz Wealth's portfolio in Q2 2026, its #76 holding.
Graetz Wealth first reported a position in iShares MBS ETF in Q4 2025 and has held it in 3 quarters since.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Graetz Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.