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LRI Investments’s iShares MBS ETF MBB Stock Holding History

LRI Investments’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 		$30.2K Hold
320
– – ﹤0.01% 661
2026
Q1 		$30.4K Hold
320
– – ﹤0.01% 603
2025
Q4 		$30.5K Hold
320
– – ﹤0.01% 621
2025
Q3 		$30.4K Hold
320
– – ﹤0.01% 628
2025
Q2 		$30K Buy
+320
New +$29.7K ﹤0.01% 634

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

LRI Investments's MBB Position: Q2 2026 in Review

LRI Investments held its iShares MBS ETF (MBB) position steady in Q2 2026 at 320 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

LRI Investments first reported a position in MBB in Q2 2025 and has held it in 5 quarters since. The position peaked at $30.5K in Q4 2025. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • LRI Investments held 320 shares of iShares MBS ETF worth $30.2K as of Q2 2026.
  • LRI Investments left its iShares MBS ETF share count unchanged in Q2 2026.
  • iShares MBS ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #661 holding.
  • LRI Investments first reported a position in iShares MBS ETF in Q2 2025 and has held it in 5 quarters since.
  • LRI Investments's iShares MBS ETF position peaked at $30.5K in Q4 2025.
  • 1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.