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Luminist Capital’s iShares MBS ETF MBB Stock Holding History

Luminist Capital’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 		$95 Buy
+1
New +$95 ﹤0.01% 402
2026
Q1 		– Sell
-88
Closed -$8.38K – 208
2025
Q4 		$8.38K Buy
88
+3
+4% +$286 0.01% 148
2025
Q3 		$8.09K Buy
+85
New +$7.99K 0.01% 199

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 22.9% 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

Luminist Capital's MBB Position: Q2 2026 in Review

Luminist Capital opened a new position in iShares MBS ETF (MBB) in Q2 2026: 1 share worth $95. The stake represents ﹤0.01% of the portfolio and ranks #402 among its holdings. This is a return to the name: Luminist Capital previously reported a position in MBB as recently as Q4 2025.

Luminist Capital first reported a position in MBB in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.38K in Q4 2025. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Luminist Capital held 1 share of iShares MBS ETF worth $95 as of Q2 2026.
  • iShares MBS ETF was a new Luminist Capital position in Q2 2026.
  • iShares MBS ETF made up ﹤0.01% of Luminist Capital's portfolio in Q2 2026, its #402 holding.
  • Luminist Capital first reported a position in iShares MBS ETF in Q3 2025 and has held it in 3 quarters since.
  • Luminist Capital's iShares MBS ETF position peaked at $8.38K in Q4 2025.
  • 1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Luminist Capital's 13F filing for Q2 2026, filed 7 Aug 2026.