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Lake Street Private Wealth’s iShares MBS ETF MBB Stock Holding History

Lake Street Private Wealth’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 		$212K Buy
2,245
+15
+0.7% +$1.42K 0.02% 266
2026
Q1 		$212K Buy
2,230
+10
+0.5% +$955 0.03% 250
2025
Q4 		$211K Sell
2,220
-20
-0.9% -$1.91K 0.03% 263
2025
Q3 		$213K Buy
2,240
+16
+0.7% +$1.5K 0.03% 256
2025
Q2 		$209K Buy
2,224
+15
+0.7% +$1.39K 0.03% 246
2025
Q1 		$207K Sell
2,209
-45
-2% -$4.16K 0.03% 235
2024
Q4 		$207K Sell
2,254
-49
-2% -$4.56K 0.03% 235
2024
Q3 		$221K Buy
2,303
+2
+0.1% +$189 0.04% 237
2024
Q2 		$211K Buy
2,301
+16
+0.7% +$1.46K 0.03% 304
2024
Q1 		$211K Buy
2,285
+10
+0.4% +$925 0.03% 296
2023
Q4 		$214K Buy
2,275
+21
+0.9% +$1.88K 0.03% 289
2023
Q3 		$201K Buy
2,254
+14
+0.6% +$1.28K 0.04% 269
2023
Q2 		$209K Sell
2,240
-6
-0.3% -$564 0.04% 265
2023
Q1 		$213K Sell
2,246
-243
-10% -$22.9K 0.04% 262
2022
Q4 		$231K Buy
2,489
+256
+11% +$23.6K 0.05% 247
2022
Q3 		$204K Hold
2,233
– – 0.05% 262
2022
Q2 		$218K Sell
2,233
-103
-4% -$10.1K 0.05% 267
2022
Q1 		$238K Sell
2,336
-46
-2% -$4.8K 0.04% 283
2021
Q4 		$256K Sell
2,382
-1
-0% -$108 0.04% 280
2021
Q3 		$258K Hold
2,383
– – 0.06% 194
2021
Q2 		$257K Sell
2,383
-119
-5% -$12.9K 0.07% 183
2021
Q1 		$271K Buy
2,502
+14
+0.6% +$1.53K 0.07% 180
2020
Q4 		$274K Buy
+2,488
New +$274K 0.08% 170

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

Lake Street Private Wealth's MBB Position: Q2 2026 in Review

Lake Street Private Wealth increased its iShares MBS ETF (MBB) stake by 0.67% in Q2 2026, buying an estimated $1.42K and bringing the position to 2,245 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #266.

Lake Street Private Wealth first reported a position in MBB in Q4 2020 and has held it in 23 quarters since. The position peaked at $274K in Q4 2020. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Lake Street Private Wealth held 2,245 shares of iShares MBS ETF worth $212K as of Q2 2026.
  • Lake Street Private Wealth bought 15 iShares MBS ETF shares in Q2 2026, an estimated $1.42K.
  • iShares MBS ETF made up 0.02% of Lake Street Private Wealth's portfolio in Q2 2026, its #266 holding.
  • Lake Street Private Wealth first reported a position in iShares MBS ETF in Q4 2020 and has held it in 23 quarters since.
  • Lake Street Private Wealth's iShares MBS ETF position peaked at $274K in Q4 2020.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.