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IFS Group’s iShares MBS ETF MBB Stock Holding History

IFS Group’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 		$686K Sell
7,255
-13,467
-65% -$1.27M 0.94% 33
2026
Q1 		$1.97M Buy
+20,722
New +$1.98M 1.75% 15
2025
Q3 		$1.79M Buy
+18,853
New +$1.77M 1.58% 19

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

IFS Group's MBB Position: Q2 2026 in Review

IFS Group reduced its iShares MBS ETF (MBB) stake by 65% in Q2 2026, selling an estimated $1.27M and leaving 7,255 shares worth $686K. The position accounts for 0.94% of the portfolio, ranked #33.

IFS Group first reported a position in MBB in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.97M in Q1 2026. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • IFS Group held 7,255 shares of iShares MBS ETF worth $686K as of Q2 2026.
  • IFS Group sold 13,467 iShares MBS ETF shares in Q2 2026, an estimated $1.27M.
  • iShares MBS ETF made up 0.94% of IFS Group's portfolio in Q2 2026, its #33 holding.
  • IFS Group first reported a position in iShares MBS ETF in Q3 2025 and has held it in 3 quarters since.
  • IFS Group's iShares MBS ETF position peaked at $1.97M in Q1 2026.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on IFS Group's 13F filing for Q2 2026, filed 23 Jul 2026.