Institute for Wealth Management’s iShares MBS ETF MBB Stock Holding History

Institute for Wealth 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	$261K	Buy	+2,759	New	+$261K	0.02%	455
2020 Q1	–	Sell	-87	Closed	-$9K	–	568
2019 Q4	$9K	Buy	+87	New	+$9.4K	﹤0.01%	608
2014 Q4	–	Sell	-379	Closed	-$41K	–	44
2014 Q3	$41K	Buy	+379	New	+$40.9K	0.04%	41
2014 Q2	–	Sell	-2,026	Closed	-$215K	–	69
2014 Q1	$215K	Buy	+2,026	New	+$215K	0.18%	34
2013 Q4	–	Sell	-5,195	Closed	-$550K	–	76
2013 Q3	$550K	Buy	+5,195	New	+$543K	0.38%	34

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 22.9% 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

Institute for Wealth Management's MBB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares MBS ETF (MBB) in Q2 2026: 2,759 shares worth $261K. The stake represents 0.02% of the portfolio and ranks #455 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in MBB as recently as Q4 2019.

Institute for Wealth Management first reported a position in MBB in Q3 2013 and has held it in 5 quarters since. The position peaked at $550K in Q3 2013. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Institute for Wealth Management held 2,759 shares of iShares MBS ETF worth $261K as of Q2 2026.
iShares MBS ETF was a new Institute for Wealth Management position in Q2 2026.
iShares MBS ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #455 holding.
Institute for Wealth Management first reported a position in iShares MBS ETF in Q3 2013 and has held it in 5 quarters since.
Institute for Wealth Management's iShares MBS ETF position peaked at $550K in Q3 2013.
1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.