Heritage Family Offices’s iShares MBS ETF MBB Stock Holding History

Heritage Family Offices’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	$708K	Sell	7,494 -222	-3%	-$21K	0.27%	81
2026 Q1	$733K	Buy	7,716 +1,107	+17%	+$106K	0.32%	73
2025 Q4	$629K	Buy	6,609 +41	+0.6%	+$3.91K	0.29%	83
2025 Q3	$625K	Buy	6,568 +136	+2%	+$12.8K	0.29%	80
2025 Q2	$602K	Hold	6,432	–	–	0.3%	80
2025 Q1	$603K	Buy	6,432 +1,107	+21%	+$102K	0.31%	79
2024 Q4	$488K	Buy	5,325 +922	+21%	+$85.8K	0.24%	89
2024 Q3	$422K	Buy	4,403 +835	+23%	+$78.9K	0.22%	97
2024 Q2	$328K	Buy	+3,568	New	+$325K	0.18%	107

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

Heritage Family Offices's MBB Position: Q2 2026 in Review

Heritage Family Offices reduced its iShares MBS ETF (MBB) stake by 2.9% in Q2 2026, selling an estimated $21K and leaving 7,494 shares worth $708K. The position accounts for 0.27% of the portfolio, ranked #81.

Heritage Family Offices first reported a position in MBB in Q2 2024 and has held it in 9 quarters since. The position peaked at $733K in Q1 2026. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Heritage Family Offices held 7,494 shares of iShares MBS ETF worth $708K as of Q2 2026.
Heritage Family Offices sold 222 iShares MBS ETF shares in Q2 2026, an estimated $21K.
iShares MBS ETF made up 0.27% of Heritage Family Offices's portfolio in Q2 2026, its #81 holding.
Heritage Family Offices first reported a position in iShares MBS ETF in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's iShares MBS ETF position peaked at $733K in Q1 2026.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.