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Hillsdale Investment Management’s iShares MBS ETF MBB Stock Holding History

Hillsdale 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 		$324K Hold
3,430
– – 0.01% 526
2026
Q1 		$326K Buy
3,430
+1,000
+41% +$95.5K 0.01% 487
2025
Q4 		$231K Buy
2,430
+490
+25% +$46.7K 0.01% 490
2025
Q3 		$185K Sell
1,940
-1,430
-42% -$134K 0.01% 487
2025
Q2 		$316K Buy
3,370
+820
+32% +$76K 0.01% 423
2025
Q1 		$239K Buy
+2,550
New +$236K 0.01% 414

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 22.9% 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

Hillsdale Investment Management's MBB Position: Q2 2026 in Review

Hillsdale Investment Management held its iShares MBS ETF (MBB) position steady in Q2 2026 at 3,430 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #526.

Hillsdale Investment Management first reported a position in MBB in Q1 2025 and has held it in 6 quarters since. The position peaked at $326K in Q1 2026. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Hillsdale Investment Management held 3,430 shares of iShares MBS ETF worth $324K as of Q2 2026.
  • Hillsdale Investment Management left its iShares MBS ETF share count unchanged in Q2 2026.
  • iShares MBS ETF made up 0.01% of Hillsdale Investment Management's portfolio in Q2 2026, its #526 holding.
  • Hillsdale Investment Management first reported a position in iShares MBS ETF in Q1 2025 and has held it in 6 quarters since.
  • Hillsdale Investment Management's iShares MBS ETF position peaked at $326K in Q1 2026.
  • 1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.