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Quartz Partners’s iShares MBS ETF MBB Stock Holding History

Quartz Partners’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 		$654K Buy
6,923
+1,090
+19% +$103K 0.21% 87
2026
Q1 		$554K Sell
5,833
-668
-10% -$63.8K 0.21% 89
2025
Q4 		$619K Buy
6,501
+314
+5% +$30K 0.23% 86
2025
Q3 		$589K Buy
6,187
+27
+0.4% +$2.54K 0.21% 89
2025
Q2 		$578K Sell
6,160
-1
-0% -$93 0.26% 86
2025
Q1 		$578K Buy
6,161
+135
+2% +$12.5K 0.35% 65
2024
Q4 		$552K Sell
6,026
-159
-3% -$14.8K 0.34% 79
2024
Q3 		$593K Buy
+6,185
New +$585K 0.37% 80

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

Quartz Partners's MBB Position: Q2 2026 in Review

Quartz Partners increased its iShares MBS ETF (MBB) stake by 19% in Q2 2026, buying an estimated $103K and bringing the position to 6,923 shares worth $654K. The position accounts for 0.21% of the portfolio, ranked #87.

Quartz Partners first reported a position in MBB in Q3 2024 and has held it in 8 quarters since. 1,027 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Quartz Partners held 6,923 shares of iShares MBS ETF worth $654K as of Q2 2026.
  • Quartz Partners bought 1,090 iShares MBS ETF shares in Q2 2026, an estimated $103K.
  • iShares MBS ETF made up 0.21% of Quartz Partners's portfolio in Q2 2026, its #87 holding.
  • Quartz Partners first reported a position in iShares MBS ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,027 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Quartz Partners's 13F filing for Q2 2026, filed 10 Aug 2026.