Rose Capital Advisors’s iShares MBS ETF MBB Stock Holding History

Rose Capital 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	$1.19M	Buy	+12,551	New	+$1.19M	0.59%	37

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

Rose Capital Advisors's MBB Position: Q2 2026 in Review

Rose Capital Advisors opened a new position in iShares MBS ETF (MBB) in Q2 2026: 12,551 shares worth $1.19M. The stake represents 0.59% of the portfolio and ranks #37 among its holdings.

1,018 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Rose Capital Advisors held 12,551 shares of iShares MBS ETF worth $1.19M as of Q2 2026.
iShares MBS ETF was a new Rose Capital Advisors position in Q2 2026.
iShares MBS ETF made up 0.59% of Rose Capital Advisors's portfolio in Q2 2026, its #37 holding.
1,018 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Rose Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.