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Root Financial Partners’s iShares MBS ETF MBB Stock Holding History

Root Financial 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 		– Sell
-966
Closed -$91.7K – 2021
2026
Q1 		$91.7K Buy
966
+138
+17% +$13.2K ﹤0.01% 600
2025
Q4 		$78.8K Sell
828
-171
-17% -$16.3K ﹤0.01% 549
2025
Q3 		$95.1K Buy
+999
New +$93.8K 0.01% 458

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

Root Financial Partners's MBB Position: Q2 2026 in Review

Root Financial Partners sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 966 shares — an estimated $91.7K sold.

Root Financial Partners first reported a position in MBB in Q3 2025 and held it in 3 quarters. The position peaked at $95.1K in Q3 2025. 1,027 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Root Financial Partners reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 966 iShares MBS ETF shares in Q2 2026, an estimated $91.7K.
  • Root Financial Partners first reported a position in iShares MBS ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares MBS ETF position peaked at $95.1K in Q3 2025.
  • 1,027 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.