Robertson Stephens Wealth Management’s iShares MBS ETF MBB Stock Holding History

Robertson Stephens Wealth Management’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	$220K	Buy	+2,325	New	+$220K	0.01%	600
2025 Q3	–	Sell	-12,296	Closed	-$1.15M	–	558
2025 Q2	$1.15M	Sell	12,296 -302	-2%	-$28K	0.04%	250
2025 Q1	$1.18M	Sell	12,598 -6,866	-35%	-$635K	0.04%	249
2024 Q4	$1.78M	Sell	19,464 -3,705	-16%	-$345K	0.06%	208
2024 Q3	$2.22M	Buy	23,169 +666	+3%	+$62.9K	0.08%	184
2024 Q2	$2.07M	Buy	22,503 +6,092	+37%	+$555K	0.1%	150
2024 Q1	$1.52M	Buy	16,411 +301	+2%	+$27.8K	0.08%	182
2023 Q4	$1.52M	Sell	16,110 -3,211	-17%	-$288K	0.09%	172
2023 Q3	$1.72M	Sell	19,321 -8,422	-30%	-$770K	0.12%	155
2023 Q2	$2.59M	Buy	27,743 +1,386	+5%	+$130K	0.18%	113
2023 Q1	$2.5M	Buy	26,357 +2,733	+12%	+$258K	0.19%	109
2022 Q4	$2.19M	Buy	+23,624	New	+$2.18M	0.21%	98
2021 Q1	–	Sell	-6,689	Closed	-$736K	–	291
2020 Q4	$736K	Buy	+6,689	New	+$737K	0.15%	109

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

Robertson Stephens Wealth Management's MBB Position: Q2 2026 in Review

Robertson Stephens Wealth Management opened a new position in iShares MBS ETF (MBB) in Q2 2026: 2,325 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #600 among its holdings. This is a return to the name: Robertson Stephens Wealth Management previously reported a position in MBB as recently as Q2 2025.

Robertson Stephens Wealth Management first reported a position in MBB in Q4 2020 and has held it in 13 quarters since. The position peaked at $2.59M in Q2 2023. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Robertson Stephens Wealth Management held 2,325 shares of iShares MBS ETF worth $220K as of Q2 2026.
iShares MBS ETF was a new Robertson Stephens Wealth Management position in Q2 2026.
iShares MBS ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #600 holding.
Robertson Stephens Wealth Management first reported a position in iShares MBS ETF in Q4 2020 and has held it in 13 quarters since.
Robertson Stephens Wealth Management's iShares MBS ETF position peaked at $2.59M in Q2 2023.
1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.