Keel Point’s iShares MBS ETF MBB Stock Holding History

Keel Point’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	$570K	Buy	6,033 +341	+6%	+$32.2K	0.03%	268
2026 Q1	$540K	Buy	5,692 +807	+17%	+$77.1K	0.04%	261
2025 Q4	$465K	Sell	4,885 -315	-6%	-$30K	0.03%	314
2025 Q3	$495K	Buy	5,200 +148	+3%	+$13.9K	0.03%	297
2025 Q2	$474K	Buy	5,052 +11	+0.2%	+$1.02K	0.03%	309
2025 Q1	$473K	Buy	5,041 +166	+3%	+$15.4K	0.04%	267
2024 Q4	$447K	Sell	4,875 -651	-12%	-$60.6K	0.04%	257
2024 Q3	$529K	Buy	5,526 +131	+2%	+$12.4K	0.04%	228
2024 Q2	$512K	Sell	5,395 -78	-1%	-$7.1K	0.05%	222
2024 Q1	$506K	Buy	5,473 +42	+0.8%	+$3.88K	0.05%	197
2023 Q4	$511K	Buy	5,431 +1,159	+27%	+$104K	0.06%	176
2023 Q3	$379K	Sell	4,272 -733	-15%	-$67K	0.05%	198
2023 Q2	$467K	Buy	5,005 +350	+8%	+$32.9K	0.06%	170
2023 Q1	$441K	Buy	4,655 +1,027	+28%	+$97K	0.06%	175
2022 Q4	$336K	Sell	3,628 -1,916	-35%	-$177K	0.05%	201
2022 Q3	$508K	Buy	+5,544	New	+$537K	0.09%	137
2021 Q2	–	Sell	-19,448	Closed	-$2.11M	–	298
2021 Q1	$2.11M	Buy	+19,448	New	+$2.13M	0.21%	89
2020 Q3	–	Sell	-26,550	Closed	-$2.94M	–	231
2020 Q2	$2.94M	Buy	+26,550	New	+$2.94M	0.3%	41

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 22.96% 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

Keel Point's MBB Position: Q2 2026 in Review

Keel Point increased its iShares MBS ETF (MBB) stake by 6% in Q2 2026, buying an estimated $32.2K and bringing the position to 6,033 shares worth $570K. The position accounts for 0.03% of the portfolio, ranked #268.

Keel Point first reported a position in MBB in Q2 2020 and has held it in 18 quarters since. The position peaked at $2.94M in Q2 2020. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Keel Point held 6,033 shares of iShares MBS ETF worth $570K as of Q2 2026.
Keel Point bought 341 iShares MBS ETF shares in Q2 2026, an estimated $32.2K.
iShares MBS ETF made up 0.03% of Keel Point's portfolio in Q2 2026, its #268 holding.
Keel Point first reported a position in iShares MBS ETF in Q2 2020 and has held it in 18 quarters since.
Keel Point's iShares MBS ETF position peaked at $2.94M in Q2 2020.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.