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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
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% +$4.33K 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% -$1.61K 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 +$9.51K 0.01% 702

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

Newbridge Financial Services Group's MBB Position: Q2 2026 in Review

Newbridge Financial Services Group increased its iShares MBS ETF (MBB) stake by 7.8% in Q2 2026, buying an estimated $473 and bringing the position to 69 shares worth $6.52K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Newbridge Financial Services Group first reported a position in MBB in Q3 2020 and has held it in 23 quarters since. The position peaked at $61K in Q1 2021. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Newbridge Financial Services Group held 69 shares of iShares MBS ETF worth $6.52K as of Q2 2026.
  • Newbridge Financial Services Group bought 5 iShares MBS ETF shares in Q2 2026, an estimated $473.
  • iShares MBS ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #922 holding.
  • Newbridge Financial Services Group first reported a position in iShares MBS ETF in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's iShares MBS ETF position peaked at $61K in Q1 2021.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.