Matthew Hamilton Rosenberg’s iShares MBS ETF MBB Stock Holding History

Matthew Hamilton Rosenberg’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	$1.54M	Buy	16,253 +1,656	+11%	+$157K	0.29%	40
2026 Q1	$1.39M	Buy	14,597 +1,572	+12%	+$150K	0.28%	42
2025 Q4	$1.24M	Buy	13,025 +2,893	+29%	+$276K	0.26%	43
2025 Q3	$964K	Buy	10,132 +1,564	+18%	+$147K	0.21%	51
2025 Q2	$804K	Sell	8,568 -975	-10%	-$90.3K	0.19%	53
2025 Q1	$895K	Buy	9,543 +1,316	+16%	+$122K	0.22%	49
2024 Q4	$754K	Buy	8,227 +705	+9%	+$65.6K	0.2%	52
2024 Q3	$721K	Buy	7,522 +1,643	+28%	+$155K	0.19%	56
2024 Q2	$534K	Buy	5,879 +3,176	+117%	+$289K	0.16%	69
2024 Q1	$248K	Buy	2,703 +1,329	+97%	+$123K	0.07%	151
2023 Q4	$129K	Buy	1,374 +634	+86%	+$56.9K	0.04%	253
2023 Q3	$65.7K	Sell	740 -65	-8%	-$5.94K	0.02%	365
2023 Q2	$75.1K	Sell	805 -499	-38%	-$46.9K	0.03%	357
2023 Q1	$124K	Sell	1,304 -50	-4%	-$4.72K	0.04%	272
2022 Q4	$126K	Sell	1,354 -150	-10%	-$13.8K	0.04%	262
2022 Q3	$138K	Sell	1,504 -605	-29%	-$58.6K	0.05%	221
2022 Q2	$207K	Sell	2,109 -1,244	-37%	-$122K	0.08%	162
2022 Q1	$342K	Sell	3,353 -443	-12%	-$46.2K	0.12%	103
2021 Q4	$408K	Buy	3,796 +2,545	+203%	+$274K	0.15%	89
2021 Q3	$135K	Buy	1,251 +1,043	+501%	+$113K	0.05%	235
2021 Q2	$23K	Hold	208	–	–	0.01%	457
2021 Q1	$23K	Buy	208 +195	+1,500%	+$21.4K	0.01%	433
2020 Q4	$1K	Buy	+13	New	+$1.43K	﹤0.01%	531

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Matthew Hamilton Rosenberg's MBB Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its iShares MBS ETF (MBB) stake by 11% in Q2 2026, buying an estimated $157K and bringing the position to 16,253 shares worth $1.54M. The position accounts for 0.29% of the portfolio, ranked #40.

Matthew Hamilton Rosenberg first reported a position in MBB in Q4 2020 and has held it in 23 quarters since. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Matthew Hamilton Rosenberg held 16,253 shares of iShares MBS ETF worth $1.54M as of Q2 2026.
Matthew Hamilton Rosenberg bought 1,656 iShares MBS ETF shares in Q2 2026, an estimated $157K.
iShares MBS ETF made up 0.29% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #40 holding.
Matthew Hamilton Rosenberg first reported a position in iShares MBS ETF in Q4 2020 and has held it in 23 quarters since.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.