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Northland Securities’s iShares MBS ETF MBB Stock Holding History

Northland 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 		$365K Buy
3,861
+806
+26% +$76.2K 0.21% 70
2026
Q1 		$290K Buy
3,055
+632
+26% +$60.4K 0.28% 79
2025
Q4 		$231K Buy
+2,423
New +$231K 0.22% 92

Other funds holding MBB

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
TWIM
TIAA Wealth Investment Management New York $15B AUM
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northland Securities's MBB Position: Q2 2026 in Review

Northland Securities increased its iShares MBS ETF (MBB) stake by 26% in Q2 2026, buying an estimated $76.2K and bringing the position to 3,861 shares worth $365K. The position accounts for 0.21% of the portfolio, ranked #70.

Northland Securities first reported a position in MBB in Q4 2025 and has held it in 3 quarters since. 777 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Northland Securities held 3,861 shares of iShares MBS ETF worth $365K as of Q2 2026.
  • Northland Securities bought 806 iShares MBS ETF shares in Q2 2026, an estimated $76.2K.
  • iShares MBS ETF made up 0.21% of Northland Securities's portfolio in Q2 2026, its #70 holding.
  • Northland Securities first reported a position in iShares MBS ETF in Q4 2025 and has held it in 3 quarters since.
  • 777 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Northland Securities's 13F filing for Q2 2026, filed 4 Aug 2026.