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Midwest Trust’s iShares MBS ETF MBB Stock Holding History

Midwest Trust’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
Q1 		$2.29M Buy
24,146
+20,419
+548% +$1.95M 0.03% 274
2025
Q4 		$355K Buy
3,727
+514
+16% +$49K ﹤0.01% 481
2025
Q3 		$306K Sell
3,213
-151
-4% -$14.2K ﹤0.01% 502
2025
Q2 		$316K Buy
+3,364
New +$312K ﹤0.01% 510

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Midwest Trust's MBB Position: Q1 2026 in Review

Midwest Trust increased its iShares MBS ETF (MBB) stake by 548% in Q1 2026, buying an estimated $1.95M and bringing the position to 24,146 shares worth $2.29M. The position accounts for 0.03% of the portfolio, ranked #274.

Midwest Trust first reported a position in MBB in Q2 2025 and has held it in 4 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Midwest Trust held 24,146 shares of iShares MBS ETF worth $2.29M as of Q1 2026.
  • Midwest Trust bought 20,419 iShares MBS ETF shares in Q1 2026, an estimated $1.95M.
  • iShares MBS ETF made up 0.03% of Midwest Trust's portfolio in Q1 2026, its #274 holding.
  • Midwest Trust first reported a position in iShares MBS ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.