Hanson & Doremus Investment Management’s iShares MBS ETF MBB Stock Holding History

Hanson & Doremus Investment Management’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	$1K	Hold	13	–	–	﹤0.01%	472
2026 Q1	$1K	Hold	13	–	–	﹤0.01%	516
2025 Q4	$1K	Buy	+13	New	+$1.24K	﹤0.01%	476
2024 Q1	–	Sell	-49	Closed	-$5K	–	506
2023 Q4	$5K	Buy	+49	New	+$4.39K	﹤0.01%	430
2021 Q2	–	Sell	-530	Closed	-$57K	–	482
2021 Q1	$57K	Hold	530	–	–	0.01%	290
2020 Q4	$58K	Buy	+530	New	+$58.4K	0.01%	272
2018 Q3	–	Sell	-536	Closed	-$56K	–	473
2018 Q2	$56K	Sell	536 -403	-43%	-$41.8K	0.02%	286
2018 Q1	$98K	Hold	939	–	–	0.03%	240
2017 Q4	$100K	Hold	939	–	–	0.03%	238
2017 Q3	$101K	Hold	939	–	–	0.04%	229
2017 Q2	$100K	Hold	939	–	–	0.04%	224
2017 Q1	$100K	Sell	939 -88	-9%	-$9.35K	0.04%	224
2016 Q4	$109K	Buy	+1,027	New	+$111K	0.05%	209

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

Hanson & Doremus Investment Management's MBB Position: Q2 2026 in Review

Hanson & Doremus Investment Management held its iShares MBS ETF (MBB) position steady in Q2 2026 at 13 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Hanson & Doremus Investment Management first reported a position in MBB in Q4 2016 and has held it in 13 quarters since. The position peaked at $109K in Q4 2016. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Hanson & Doremus Investment Management held 13 shares of iShares MBS ETF worth $1K as of Q2 2026.
Hanson & Doremus Investment Management left its iShares MBS ETF share count unchanged in Q2 2026.
iShares MBS ETF made up ﹤0.01% of Hanson & Doremus Investment Management's portfolio in Q2 2026, its #472 holding.
Hanson & Doremus Investment Management first reported a position in iShares MBS ETF in Q4 2016 and has held it in 13 quarters since.
Hanson & Doremus Investment Management's iShares MBS ETF position peaked at $109K in Q4 2016.
1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.