Richardson Financial Services’s iShares MBS ETF MBB Stock Holding History

Richardson Financial 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	$87K	Buy	920 +14	+2%	+$1.32K	0.05%	247
2026 Q1	$86K	Sell	906 -8	-0.9%	-$764	0.05%	239
2025 Q4	$87K	Sell	914 -80	-8%	-$7.63K	0.03%	239
2025 Q3	$94.6K	Buy	994 +3	+0.3%	+$282	0.06%	215
2025 Q2	$92.6K	Sell	991 -725	-42%	-$67.2K	0.06%	207
2025 Q1	$161K	Sell	1,716 -335	-16%	-$31K	0.12%	159
2024 Q4	$188K	Sell	2,051 -450	-18%	-$41.9K	0.13%	142
2024 Q3	$230K	Buy	2,501 +215	+9%	+$20.3K	0.15%	133
2024 Q2	$210K	Sell	2,286 -251	-10%	-$22.9K	0.15%	135
2024 Q1	$234K	Buy	2,537 +1,000	+65%	+$92.5K	0.17%	132
2023 Q4	$145K	Buy	+1,537	New	+$138K	0.13%	153

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 22.96% 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

Richardson Financial Services's MBB Position: Q2 2026 in Review

Richardson Financial Services increased its iShares MBS ETF (MBB) stake by 1.5% in Q2 2026, buying an estimated $1.32K and bringing the position to 920 shares worth $87K. The position accounts for 0.05% of the portfolio, ranked #247.

Richardson Financial Services first reported a position in MBB in Q4 2023 and has held it in 11 quarters since. The position peaked at $234K in Q1 2024. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Richardson Financial Services held 920 shares of iShares MBS ETF worth $87K as of Q2 2026.
Richardson Financial Services bought 14 iShares MBS ETF shares in Q2 2026, an estimated $1.32K.
iShares MBS ETF made up 0.05% of Richardson Financial Services's portfolio in Q2 2026, its #247 holding.
Richardson Financial Services first reported a position in iShares MBS ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's iShares MBS ETF position peaked at $234K in Q1 2024.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.