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Howe & Rusling’s iShares MBS ETF MBB Stock Holding History

Howe & Rusling’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 		$39.2K Sell
415
-111
-21% -$10.5K ﹤0.01% 391
2026
Q1 		$49.9K Sell
526
-179
-25% -$17.1K ﹤0.01% 363
2025
Q4 		$67.1K Buy
705
+421
+148% +$40.2K ﹤0.01% 352
2025
Q3 		$27K Buy
284
+184
+184% +$17.3K ﹤0.01% 381
2025
Q2 		$9.39K Buy
100
+1
+1% +$93 ﹤0.01% 417
2025
Q1 		$9.29K Sell
99
-76
-43% -$7.03K ﹤0.01% 383
2024
Q4 		$16K Buy
175
+167
+2,088% +$15.6K ﹤0.01% 351
2024
Q3 		$767 Buy
+8
New +$756 ﹤0.01% 402
2024
Q2 		– Sell
-55
Closed -$5.08K – 380
2024
Q1 		$5.08K Sell
55
-160
-74% -$14.8K ﹤0.01% 356
2023
Q4 		$20.2K Sell
215
-151
-41% -$13.5K ﹤0.01% 301
2023
Q3 		$32.5K Buy
366
+227
+163% +$20.7K ﹤0.01% 272
2023
Q2 		$13K Buy
139
+59
+74% +$5.55K ﹤0.01% 292
2023
Q1 		$7.58K Sell
80
-108
-57% -$10.2K ﹤0.01% 292
2022
Q4 		$17.4K Buy
+188
New +$17.3K ﹤0.01% 272
2022
Q2 		– Sell
-152
Closed -$15K – 1122
2022
Q1 		$15K Buy
+152
New +$15.9K ﹤0.01% 460
2021
Q2 		– Sell
-130
Closed -$14K – 998
2021
Q1 		$14K Hold
130
– – ﹤0.01% 453
2020
Q4 		$14K Buy
+130
New +$14.3K ﹤0.01% 442

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

Howe & Rusling's MBB Position: Q2 2026 in Review

Howe & Rusling reduced its iShares MBS ETF (MBB) stake by 21% in Q2 2026, selling an estimated $10.5K and leaving 415 shares worth $39.2K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Howe & Rusling first reported a position in MBB in Q4 2020 and has held it in 17 quarters since. The position peaked at $67.1K in Q4 2025. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Howe & Rusling held 415 shares of iShares MBS ETF worth $39.2K as of Q2 2026.
  • Howe & Rusling sold 111 iShares MBS ETF shares in Q2 2026, an estimated $10.5K.
  • iShares MBS ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #391 holding.
  • Howe & Rusling first reported a position in iShares MBS ETF in Q4 2020 and has held it in 17 quarters since.
  • Howe & Rusling's iShares MBS ETF position peaked at $67.1K in Q4 2025.
  • 1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.