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Greenspring Advisors’s iShares MBS ETF MBB Stock Holding History

Greenspring Advisors’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 		$828K Buy
8,759
+910
+12% +$86.1K 0.05% 153
2026
Q1 		$745K Buy
7,849
+633
+9% +$60.5K 0.05% 143
2025
Q4 		$687K Buy
7,216
+4,985
+223% +$475K 0.04% 150
2025
Q3 		$212K Buy
+2,231
New +$210K 0.04% 109

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

Greenspring Advisors's MBB Position: Q2 2026 in Review

Greenspring Advisors increased its iShares MBS ETF (MBB) stake by 12% in Q2 2026, buying an estimated $86.1K and bringing the position to 8,759 shares worth $828K. The position accounts for 0.05% of the portfolio, ranked #153.

Greenspring Advisors first reported a position in MBB in Q3 2025 and has held it in 4 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Greenspring Advisors held 8,759 shares of iShares MBS ETF worth $828K as of Q2 2026.
  • Greenspring Advisors bought 910 iShares MBS ETF shares in Q2 2026, an estimated $86.1K.
  • iShares MBS ETF made up 0.05% of Greenspring Advisors's portfolio in Q2 2026, its #153 holding.
  • Greenspring Advisors first reported a position in iShares MBS ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.