Newbridge Financial Services Group
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Newbridge Financial Services Group’s iShares MBS ETF MBB Stock Holding History

Newbridge Financial Services Group’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
Q3 		$52.3K Buy
584
+515
+746% +$47.7K 0.01% 458
2026
Q2 		$6.52K Buy
69
+5
+8% +$473 ﹤0.01% 922
2026
Q1 		$6.08K Hold
64
– – ﹤0.01% 882
2025
Q4 		$6.09K Hold
64
– – ﹤0.01% 868
2025
Q3 		$6.09K Hold
64
– – ﹤0.01% 990
2025
Q2 		$6.01K Buy
64
+20
+45% +$1.85K ﹤0.01% 995
2025
Q1 		$4.13K Hold
44
– – ﹤0.01% 821
2024
Q4 		$4.03K Buy
+44
New +$4.1K ﹤0.01% 885
2024
Q3 		– Sell
-44
Closed -$4.04K – 924
2024
Q2 		$4.04K Sell
44
-11
-20% -$1K ﹤0.01% 877
2024
Q1 		$5.08K Buy
55
+11
+25% +$1.02K ﹤0.01% 887
2023
Q4 		$4.14K Hold
44
– – ﹤0.01% 882
2023
Q3 		$3.91K Sell
44
-289
-87% -$26.4K ﹤0.01% 987
2023
Q2 		$31K Sell
333
-1
-0.3% -$94 0.02% 572
2023
Q1 		$31.7K Buy
334
+1
+0.3% +$94 0.02% 578
2022
Q4 		$30.9K Buy
333
+47
+16% +$4.34K 0.02% 585
2022
Q3 		$26K Buy
286
+5
+2% +$485 0.02% 622
2022
Q2 		$27K Sell
281
-35
-11% -$3.43K 0.02% 562
2022
Q1 		$32K Sell
316
-1
-0.3% -$104 0.02% 587
2021
Q4 		$34K Sell
317
-15
-5% -$1.62K 0.02% 576
2021
Q3 		$36K Sell
332
-224
-40% -$24.3K 0.02% 503
2021
Q2 		$60K Sell
556
-2
-0.4% -$217 0.04% 383
2021
Q1 		$61K Buy
558
+524
+1,541% +$57.4K 0.04% 349
2020
Q4 		$4K Sell
34
-52
-60% -$5.73K ﹤0.01% 888
2020
Q3 		$9K Buy
+86
New +$9.5K 0.01% 702

Other funds holding MBB

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Newbridge Financial Services Group's MBB Position: Q3 2026 in Review

Newbridge Financial Services Group increased its iShares MBS ETF (MBB) stake by 746% in Q3 2026, buying an estimated $47.7K and bringing the position to 584 shares worth $52.3K. The position accounts for 0.01% of the portfolio, ranked #458.

Newbridge Financial Services Group first reported a position in MBB in Q3 2020 and has held it in 24 quarters since. The position peaked at $61K in Q1 2021. 820 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Newbridge Financial Services Group held 584 shares of iShares MBS ETF worth $52.3K as of Q3 2026.
  • Newbridge Financial Services Group bought 515 iShares MBS ETF shares in Q3 2026, an estimated $47.7K.
  • iShares MBS ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q3 2026, its #458 holding.
  • Newbridge Financial Services Group first reported a position in iShares MBS ETF in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's iShares MBS ETF position peaked at $61K in Q1 2021.
  • 820 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.