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Pinnacle Wealth Planning Services’s iShares MBS ETF MBB Stock Holding History

Pinnacle Wealth Planning Services’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 		$2.27K Hold
24
– – ﹤0.01% 2450
2026
Q1 		$2.28K Hold
24
– – ﹤0.01% 2423
2025
Q4 		$2.29K Buy
+24
New +$2.29K ﹤0.01% 2453
2021
Q1 		– Sell
-30
Closed -$3K – 1278
2020
Q4 		$3K Buy
+30
New +$3.3K ﹤0.01% 1835

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

Pinnacle Wealth Planning Services's MBB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its iShares MBS ETF (MBB) position steady in Q2 2026 at 24 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #2450.

Pinnacle Wealth Planning Services first reported a position in MBB in Q4 2020 and has held it in 4 quarters since. The position peaked at $3K in Q4 2020. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 24 shares of iShares MBS ETF worth $2.27K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its iShares MBS ETF share count unchanged in Q2 2026.
  • iShares MBS ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2450 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares MBS ETF in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's iShares MBS ETF position peaked at $3K in Q4 2020.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.