Plante Moran Financial Advisors’s iShares MBS ETF MBB Stock Holding History

Plante Moran Financial Advisors’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	$5.67K	Buy	+60	New	+$5.67K	﹤0.01%	625
2025 Q2	–	Sell	-10	Closed	-$938	–	826
2025 Q1	$938	Sell	10 -99	-91%	-$9.16K	﹤0.01%	728
2024 Q4	$9.99K	Buy	109 +16	+17%	+$1.49K	﹤0.01%	574
2024 Q3	$8.91K	Hold	93	–	–	﹤0.01%	613
2024 Q2	$8.54K	Sell	93 -837	-90%	-$76.2K	﹤0.01%	593
2024 Q1	$86K	Buy	930 +837	+900%	+$77.4K	0.01%	268
2023 Q4	$8.75K	Sell	93 -183	-66%	-$16.4K	﹤0.01%	569
2023 Q3	$24.5K	Buy	+276	New	+$25.2K	﹤0.01%	392
2022 Q4	–	Sell	-700	Closed	-$64K	–	927
2022 Q3	$64K	Buy	+700	New	+$67.9K	0.01%	278
2022 Q2	–	Sell	-5	Closed	-$1K	–	1020
2022 Q1	$1K	Buy	+5	New	+$522	﹤0.01%	782
2020 Q2	–	Sell	-53	Closed	-$6K	–	818
2020 Q1	$6K	Buy	+53	New	+$5.77K	﹤0.01%	551
2019 Q4	–	Sell	-865	Closed	-$94K	–	834
2019 Q3	$94K	Buy	+865	New	+$93.3K	0.03%	245
2018 Q2	–	Sell	-82	Closed	-$9K	–	913
2018 Q1	$9K	Buy	+82	New	+$8.6K	﹤0.01%	624
2016 Q1	–	Sell	-340	Closed	-$37K	–	967
2015 Q4	$37K	Buy	+340	New	+$37K	0.03%	345

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Plante Moran Financial Advisors's MBB Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in iShares MBS ETF (MBB) in Q2 2026: 60 shares worth $5.67K. The stake represents ﹤0.01% of the portfolio and ranks #625 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in MBB as recently as Q1 2025.

Plante Moran Financial Advisors first reported a position in MBB in Q4 2015 and has held it in 14 quarters since. The position peaked at $94K in Q3 2019. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Plante Moran Financial Advisors held 60 shares of iShares MBS ETF worth $5.67K as of Q2 2026.
iShares MBS ETF was a new Plante Moran Financial Advisors position in Q2 2026.
iShares MBS ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #625 holding.
Plante Moran Financial Advisors first reported a position in iShares MBS ETF in Q4 2015 and has held it in 14 quarters since.
Plante Moran Financial Advisors's iShares MBS ETF position peaked at $94K in Q3 2019.
1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.