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 Q2	$2.46M	Buy	25,989 +1,843	+8%	+$174K	0.03%	282
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 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

Midwest Trust's MBB Position: Q2 2026 in Review

Midwest Trust increased its iShares MBS ETF (MBB) stake by 7.6% in Q2 2026, buying an estimated $174K and bringing the position to 25,989 shares worth $2.46M. The position accounts for 0.03% of the portfolio, ranked #282.

Midwest Trust first reported a position in MBB in Q2 2025 and has held it in 5 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Midwest Trust held 25,989 shares of iShares MBS ETF worth $2.46M as of Q2 2026.
Midwest Trust bought 1,843 iShares MBS ETF shares in Q2 2026, an estimated $174K.
iShares MBS ETF made up 0.03% of Midwest Trust's portfolio in Q2 2026, its #282 holding.
Midwest Trust first reported a position in iShares MBS ETF in Q2 2025 and has held it in 5 quarters since.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.