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Independence Bank of Kentucky’s iShares MBS ETF MBB Stock Holding History

Independence Bank of Kentucky’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 		$107K Sell
1,131
-80
-7% -$7.57K 0.01% 336
2026
Q1 		$115K Sell
1,211
-33
-3% -$3.15K 0.01% 333
2025
Q4 		$118K Sell
1,244
-459
-27% -$43.8K 0.01% 338
2025
Q3 		$162K Sell
1,703
-203
-11% -$19.1K 0.02% 306
2025
Q2 		$179K Hold
1,906
– – 0.03% 295
2025
Q1 		$179K Sell
1,906
-74
-4% -$6.84K 0.03% 286
2024
Q4 		$182K Buy
1,980
+1,387
+234% +$129K 0.03% 292
2024
Q3 		$56.8K Hold
593
– – 0.01% 366
2024
Q2 		$54.4K Buy
+593
New +$54K 0.01% 338

Other funds holding MBB

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
TWIM
TIAA Wealth Investment Management New York $15B AUM
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Independence Bank of Kentucky's MBB Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its iShares MBS ETF (MBB) stake by 6.6% in Q2 2026, selling an estimated $7.57K and leaving 1,131 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #336.

Independence Bank of Kentucky first reported a position in MBB in Q2 2024 and has held it in 9 quarters since. The position peaked at $182K in Q4 2024. 824 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Independence Bank of Kentucky held 1,131 shares of iShares MBS ETF worth $107K as of Q2 2026.
  • Independence Bank of Kentucky sold 80 iShares MBS ETF shares in Q2 2026, an estimated $7.57K.
  • iShares MBS ETF made up 0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #336 holding.
  • Independence Bank of Kentucky first reported a position in iShares MBS ETF in Q2 2024 and has held it in 9 quarters since.
  • Independence Bank of Kentucky's iShares MBS ETF position peaked at $182K in Q4 2024.
  • 824 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.