J.M. Arbour’s iShares MBS ETF MBB Stock Holding History

J.M. Arbour’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	$2.21M	Buy	23,419 +2,078	+10%	+$197K	1.91%	7
2026 Q1	$2.03M	Buy	21,341 +1,150	+6%	+$110K	1.95%	10
2025 Q4	$1.92M	Buy	+20,191	New	+$1.93M	1.92%	12

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

J.M. Arbour's MBB Position: Q2 2026 in Review

J.M. Arbour increased its iShares MBS ETF (MBB) stake by 9.7% in Q2 2026, buying an estimated $197K and bringing the position to 23,419 shares worth $2.21M. The position accounts for 1.91% of the portfolio, ranked #7.

J.M. Arbour first reported a position in MBB in Q4 2025 and has held it in 3 quarters since. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

J.M. Arbour held 23,419 shares of iShares MBS ETF worth $2.21M as of Q2 2026.
J.M. Arbour bought 2,078 iShares MBS ETF shares in Q2 2026, an estimated $197K.
iShares MBS ETF made up 1.91% of J.M. Arbour's portfolio in Q2 2026, its #7 holding.
J.M. Arbour first reported a position in iShares MBS ETF in Q4 2025 and has held it in 3 quarters since.
1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on J.M. Arbour's 13F filing for Q2 2026, filed 14 Aug 2026.