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Robinswood Financial’s iShares MBS ETF MBB Stock Holding History

Robinswood Financial’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 		$8.7K Hold
92
– – ﹤0.01% 299
2026
Q1 		$8.73K Hold
92
– – ﹤0.01% 289
2025
Q4 		$8.76K Hold
92
– – ﹤0.01% 275
2025
Q3 		$8.75K Hold
92
– – ﹤0.01% 266
2025
Q2 		$8.64K Hold
92
– – ﹤0.01% 264
2025
Q1 		$8.63K Hold
92
– – ﹤0.01% 252
2024
Q4 		$8.43K Hold
92
– – ﹤0.01% 208
2024
Q3 		$8.81K Hold
92
– – ﹤0.01% 216
2024
Q2 		$8.45K Hold
92
– – ﹤0.01% 221
2024
Q1 		$8.42K Hold
92
– – ﹤0.01% 161
2023
Q4 		$8.65K Hold
92
– – ﹤0.01% 153
2023
Q3 		$8.17K Hold
92
– – ﹤0.01% 160
2023
Q2 		$8.58K Buy
+92
New +$8.65K ﹤0.01% 138

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 22.9% 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

Robinswood Financial's MBB Position: Q2 2026 in Review

Robinswood Financial held its iShares MBS ETF (MBB) position steady in Q2 2026 at 92 shares worth $8.7K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Robinswood Financial first reported a position in MBB in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.81K in Q3 2024. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Robinswood Financial held 92 shares of iShares MBS ETF worth $8.7K as of Q2 2026.
  • Robinswood Financial left its iShares MBS ETF share count unchanged in Q2 2026.
  • iShares MBS ETF made up ﹤0.01% of Robinswood Financial's portfolio in Q2 2026, its #299 holding.
  • Robinswood Financial first reported a position in iShares MBS ETF in Q2 2023 and has held it in 13 quarters since.
  • Robinswood Financial's iShares MBS ETF position peaked at $8.81K in Q3 2024.
  • 1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.