Hazlett, Burt & Watson’s iShares MBS ETF MBB Stock Holding History

Hazlett, Burt & Watson’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	$18K	Hold	188	–	–	﹤0.01%	612
2026 Q1	$18K	Hold	188	–	–	0.01%	613
2025 Q4	$18K	Buy	+188	New	+$17.9K	0.01%	623
2024 Q3	–	Sell	-103	Closed	-$10K	–	736
2024 Q2	$10K	Buy	+103	New	+$9.38K	0.01%	526
2023 Q1	–	Sell	-106	Closed	-$10K	–	662
2022 Q4	$10K	Buy	106 +1	+1%	+$92	0.01%	454
2022 Q3	$10K	Buy	105 +1	+1%	+$97	0.01%	453
2022 Q2	$10K	Hold	104	–	–	0.01%	458
2022 Q1	$11K	Buy	+104	New	+$10.9K	0.01%	460

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

Hazlett, Burt & Watson's MBB Position: Q2 2026 in Review

Hazlett, Burt & Watson held its iShares MBS ETF (MBB) position steady in Q2 2026 at 188 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Hazlett, Burt & Watson first reported a position in MBB in Q1 2022 and has held it in 8 quarters since. 1,027 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Hazlett, Burt & Watson held 188 shares of iShares MBS ETF worth $18K as of Q2 2026.
Hazlett, Burt & Watson left its iShares MBS ETF share count unchanged in Q2 2026.
iShares MBS ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #612 holding.
Hazlett, Burt & Watson first reported a position in iShares MBS ETF in Q1 2022 and has held it in 8 quarters since.
1,027 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.