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Rossby Financial’s iShares MBS ETF MBB Stock Holding History

Rossby 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 		$1.04M Buy
11,042
+1,763
+19% +$167K 0.19% 104
2026
Q1 		$878K Buy
9,279
+8,662
+1,404% +$828K 0.18% 113
2025
Q4 		$58.8K Sell
617
-179
-22% -$17.1K 0.02% 519
2025
Q3 		$75.7K Buy
796
+9
+1% +$845 0.02% 452
2025
Q2 		$73.9K Buy
787
+43
+6% +$3.98K 0.03% 420
2025
Q1 		$69.4K Buy
+744
New +$68.8K 0.03% 408

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

Rossby Financial's MBB Position: Q2 2026 in Review

Rossby Financial increased its iShares MBS ETF (MBB) stake by 19% in Q2 2026, buying an estimated $167K and bringing the position to 11,042 shares worth $1.04M. The position accounts for 0.19% of the portfolio, ranked #104.

Rossby Financial first reported a position in MBB in Q1 2025 and has held it in 6 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Rossby Financial held 11,042 shares of iShares MBS ETF worth $1.04M as of Q2 2026.
  • Rossby Financial bought 1,763 iShares MBS ETF shares in Q2 2026, an estimated $167K.
  • iShares MBS ETF made up 0.19% of Rossby Financial's portfolio in Q2 2026, its #104 holding.
  • Rossby Financial first reported a position in iShares MBS ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.