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NBC Securities’s iShares MBS ETF MBB Stock Holding History

NBC Securities’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 		$545K Buy
5,770
+179
+3% +$16.9K 0.04% 496
2026
Q1 		$531K Buy
5,591
+382
+7% +$36.5K 0.04% 483
2025
Q4 		$496K Sell
5,209
-1,489
-22% -$142K 0.04% 504
2025
Q3 		$637K Sell
6,698
-600
-8% -$56.4K 0.05% 417
2025
Q2 		$685K Buy
7,298
+4,203
+136% +$389K 0.06% 380
2025
Q1 		$290K Buy
3,095
+3,092
+103,067% +$286K 0.02% 636
2024
Q4 		$295 Sell
3
-2,790
-100% -$260K 0.03% 619
2024
Q3 		$267K Sell
2,793
-417
-13% -$39.4K 0.02% 694
2024
Q2 		$294K Buy
3,210
+371
+13% +$33.8K 0.03% 619
2024
Q1 		$262K Sell
2,839
-251
-8% -$23.2K 0.02% 648
2023
Q4 		$290K Sell
3,090
-303
-9% -$27.2K 0.03% 600
2023
Q3 		$301K Buy
+3,393
New +$310K 0.03% 545

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

NBC Securities's MBB Position: Q2 2026 in Review

NBC Securities increased its iShares MBS ETF (MBB) stake by 3.2% in Q2 2026, buying an estimated $16.9K and bringing the position to 5,770 shares worth $545K. The position accounts for 0.04% of the portfolio, ranked #496.

NBC Securities first reported a position in MBB in Q3 2023 and has held it in 12 quarters since. The position peaked at $685K in Q2 2025. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • NBC Securities held 5,770 shares of iShares MBS ETF worth $545K as of Q2 2026.
  • NBC Securities bought 179 iShares MBS ETF shares in Q2 2026, an estimated $16.9K.
  • iShares MBS ETF made up 0.04% of NBC Securities's portfolio in Q2 2026, its #496 holding.
  • NBC Securities first reported a position in iShares MBS ETF in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's iShares MBS ETF position peaked at $685K in Q2 2025.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.