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Lowe Brockenbrough & Co’s iShares MBS ETF MBB Stock Holding History

Lowe Brockenbrough & Co’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 		$943K Hold
9,972
– – 0.04% 185
2026
Q1 		$947K Buy
9,972
+3,450
+53% +$330K 0.05% 179
2025
Q4 		$621K Sell
6,522
-100
-2% -$9.54K 0.03% 207
2025
Q3 		$630K Sell
6,622
-2,038
-24% -$191K 0.03% 202
2025
Q2 		$813K Sell
8,660
-1,160
-12% -$107K 0.05% 186
2025
Q1 		$921K Sell
9,820
-1,545
-14% -$143K 0.06% 176
2024
Q4 		$1.04M Sell
11,365
-2,122
-16% -$198K 0.07% 171
2024
Q3 		$1.29M Sell
13,487
-1,100
-8% -$104K 0.08% 158
2024
Q2 		$1.34M Sell
14,587
-500
-3% -$45.5K 0.09% 152
2024
Q1 		$1.39M Sell
15,087
-1,945
-11% -$180K 0.09% 152
2023
Q4 		$1.6M Sell
17,032
-3,885
-19% -$348K 0.12% 137
2023
Q3 		$1.86M Sell
20,917
-3,847
-16% -$352K 0.14% 127
2023
Q2 		$2.31M Sell
24,764
-7,261
-23% -$683K 0.17% 117
2023
Q1 		$3.03M Buy
32,025
+7,097
+28% +$670K 0.25% 96
2022
Q4 		$2.31M Sell
24,928
-10,232
-29% -$944K 0.2% 112
2022
Q3 		$3.22M Sell
35,160
-15,393
-30% -$1.49M 0.31% 81
2022
Q2 		$4.93M Sell
50,553
-16,558
-25% -$1.62M 0.43% 73
2022
Q1 		$6.84M Buy
+67,111
New +$7M 0.5% 60
2021
Q4 		– Sell
-64,057
Closed -$6.93M – 267
2021
Q3 		$6.93M Buy
+64,057
New +$6.95M 0.54% 61

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

Lowe Brockenbrough & Co's MBB Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its iShares MBS ETF (MBB) position steady in Q2 2026 at 9,972 shares worth $943K. The position accounts for 0.04% of the portfolio, ranked #185.

Lowe Brockenbrough & Co first reported a position in MBB in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.93M in Q3 2021. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Lowe Brockenbrough & Co held 9,972 shares of iShares MBS ETF worth $943K as of Q2 2026.
  • Lowe Brockenbrough & Co left its iShares MBS ETF share count unchanged in Q2 2026.
  • iShares MBS ETF made up 0.04% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #185 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares MBS ETF in Q3 2021 and has held it in 19 quarters since.
  • Lowe Brockenbrough & Co's iShares MBS ETF position peaked at $6.93M in Q3 2021.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.