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Kesler Norman & Wride’s iShares MBS ETF MBB Stock Holding History

Kesler Norman & Wride’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 		$222K Buy
2,350
+14
+0.6% +$1.32K 0.04% 261
2026
Q1 		$222K Buy
+2,336
New +$223K 0.04% 242

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

Kesler Norman & Wride's MBB Position: Q2 2026 in Review

Kesler Norman & Wride increased its iShares MBS ETF (MBB) stake by 0.6% in Q2 2026, buying an estimated $1.32K and bringing the position to 2,350 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #261.

Kesler Norman & Wride first reported a position in MBB in Q1 2026 and has held it in 2 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Kesler Norman & Wride held 2,350 shares of iShares MBS ETF worth $222K as of Q2 2026.
  • Kesler Norman & Wride bought 14 iShares MBS ETF shares in Q2 2026, an estimated $1.32K.
  • iShares MBS ETF made up 0.04% of Kesler Norman & Wride's portfolio in Q2 2026, its #261 holding.
  • Kesler Norman & Wride first reported a position in iShares MBS ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.