River Street Advisors’s iShares MBS ETF MBB Stock Holding History

River Street 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	$587K	Hold	6,212	–	–	0.17%	108
2026 Q1	$590K	Sell	6,212 -93	-1%	-$8.88K	0.2%	99
2025 Q4	$600K	Hold	6,305	–	–	0.23%	95
2025 Q3	$600K	Sell	6,305 -1,617	-20%	-$152K	0.23%	96
2025 Q2	$744K	Buy	+7,922	New	+$734K	0.32%	81
2024 Q4	–	Sell	-7,874	Closed	-$754K	–	148
2024 Q3	$754K	Buy	7,874 +1,134	+17%	+$107K	0.41%	71
2024 Q2	$619K	Buy	6,740 +4,528	+205%	+$412K	0.38%	77
2024 Q1	$204K	Buy	+2,212	New	+$205K	0.14%	123

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

River Street Advisors's MBB Position: Q2 2026 in Review

River Street Advisors held its iShares MBS ETF (MBB) position steady in Q2 2026 at 6,212 shares worth $587K. The position accounts for 0.17% of the portfolio, ranked #108.

River Street Advisors first reported a position in MBB in Q1 2024 and has held it in 8 quarters since. The position peaked at $754K in Q3 2024. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

River Street Advisors held 6,212 shares of iShares MBS ETF worth $587K as of Q2 2026.
River Street Advisors left its iShares MBS ETF share count unchanged in Q2 2026.
iShares MBS ETF made up 0.17% of River Street Advisors's portfolio in Q2 2026, its #108 holding.
River Street Advisors first reported a position in iShares MBS ETF in Q1 2024 and has held it in 8 quarters since.
River Street Advisors's iShares MBS ETF position peaked at $754K in Q3 2024.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.