Lincoln Capital Corp’s iShares MBS ETF MBB Stock Holding History

Lincoln Capital Corp’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	$253K	Hold	2,673	–	–	0.08%	89
2026 Q1	$254K	Sell	2,673 -57	-2%	-$5.45K	0.09%	81
2025 Q4	$260K	Sell	2,730 -70,910	-96%	-$6.76M	0.09%	75
2025 Q3	$7.01M	Buy	73,640 +1,207	+2%	+$113K	2.52%	11
2025 Q2	$6.8M	Buy	72,433 +496	+0.7%	+$46K	2.61%	12
2025 Q1	$6.75M	Sell	71,937 -632	-0.9%	-$58.5K	2.81%	9
2024 Q4	$6.65M	Sell	72,569 -51	-0.1%	-$4.75K	2.73%	12
2024 Q3	$6.96M	Buy	72,620 +706	+1%	+$66.7K	2.84%	12
2024 Q2	$6.6M	Sell	71,914 -54,524	-43%	-$4.97M	2.83%	10
2024 Q1	$11.7M	Buy	126,438 +6,509	+5%	+$602K	5.11%	4
2023 Q4	$11.3M	Buy	119,929 +49,916	+71%	+$4.48M	5.51%	4
2023 Q3	$6.22M	Buy	70,013 +2,333	+3%	+$213K	3.35%	9
2023 Q2	$6.31M	Buy	67,680 +8,776	+15%	+$825K	3.23%	9
2023 Q1	$5.58M	Buy	58,904 +1,040	+2%	+$98.2K	3.24%	9
2022 Q4	$5.37M	Buy	+57,864	New	+$5.34M	3.28%	9

Other funds holding MBB

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Lincoln Capital Corp's MBB Position: Q2 2026 in Review

Lincoln Capital Corp held its iShares MBS ETF (MBB) position steady in Q2 2026 at 2,673 shares worth $253K. The position accounts for 0.08% of the portfolio, ranked #89.

Lincoln Capital Corp first reported a position in MBB in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.7M in Q1 2024. 495 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Lincoln Capital Corp held 2,673 shares of iShares MBS ETF worth $253K as of Q2 2026.
Lincoln Capital Corp left its iShares MBS ETF share count unchanged in Q2 2026.
iShares MBS ETF made up 0.08% of Lincoln Capital Corp's portfolio in Q2 2026, its #89 holding.
Lincoln Capital Corp first reported a position in iShares MBS ETF in Q4 2022 and has held it in 15 quarters since.
Lincoln Capital Corp's iShares MBS ETF position peaked at $11.7M in Q1 2024.
495 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Lincoln Capital Corp's 13F filing for Q2 2026, filed 16 Jul 2026.