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Keebeck Wealth Management’s iShares MBS ETF MBB Stock Holding History

Keebeck 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 		$7.71M Buy
81,550
+8,230
+11% +$778K 0.75% 30
2026
Q1 		$6.96M Buy
73,320
+56,679
+341% +$5.41M 0.78% 30
2025
Q4 		$1.58M Buy
16,641
+2,765
+20% +$264K 0.18% 122
2025
Q3 		$1.32M Buy
13,876
+5,553
+67% +$522K 0.16% 131
2025
Q2 		$781K Sell
8,323
-8,439
-50% -$782K 0.1% 154
2025
Q1 		$1.57M Buy
16,762
+2,802
+20% +$259K 0.23% 104
2024
Q4 		$1.28M Buy
13,960
+1,647
+13% +$153K 0.18% 115
2024
Q3 		$1.18M Buy
12,313
+2,805
+30% +$265K 0.17% 122
2024
Q2 		$873K Buy
9,508
+595
+7% +$54.2K 0.13% 140
2024
Q1 		$824K Buy
8,913
+694
+8% +$64.2K 0.12% 147
2023
Q4 		$773K Buy
8,219
+657
+9% +$58.9K 0.13% 144
2023
Q3 		$672K Sell
7,562
-1,972
-21% -$180K 0.12% 143
2023
Q2 		$889K Buy
9,534
+886
+10% +$83.3K 0.12% 135
2023
Q1 		$819K Buy
8,648
+1,724
+25% +$163K 0.13% 125
2022
Q4 		$642K Buy
+6,924
New +$639K 0.11% 133

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

Keebeck Wealth Management's MBB Position: Q2 2026 in Review

Keebeck Wealth Management increased its iShares MBS ETF (MBB) stake by 11% in Q2 2026, buying an estimated $778K and bringing the position to 81,550 shares worth $7.71M. The position accounts for 0.75% of the portfolio, ranked #30.

Keebeck Wealth Management first reported a position in MBB in Q4 2022 and has held it in 15 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Keebeck Wealth Management held 81,550 shares of iShares MBS ETF worth $7.71M as of Q2 2026.
  • Keebeck Wealth Management bought 8,230 iShares MBS ETF shares in Q2 2026, an estimated $778K.
  • iShares MBS ETF made up 0.75% of Keebeck Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Keebeck Wealth Management first reported a position in iShares MBS ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.