Rothschild Investment LLC’s iShares MBS ETF MBB Stock Holding History

Rothschild Investment LLC’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	$37.1K	Sell	393 -9	-2%	-$851	﹤0.01%	1325
2026 Q1	$38.2K	Buy	402 +16	+4%	+$1.53K	﹤0.01%	1203
2025 Q4	$36.8K	Buy	386 +5	+1%	+$477	﹤0.01%	1120
2025 Q3	$36.2K	Buy	381 +4	+1%	+$376	﹤0.01%	1085
2025 Q2	$35.4K	Sell	377 -62	-14%	-$5.75K	﹤0.01%	872
2025 Q1	$41.1K	Buy	439 +3	+0.7%	+$277	﹤0.01%	822
2024 Q4	$40K	Buy	436 +71	+19%	+$6.61K	﹤0.01%	832
2024 Q3	$35K	Buy	365 +3	+0.8%	+$284	﹤0.01%	865
2024 Q2	$33.2K	Sell	362 -45	-11%	-$4.1K	﹤0.01%	857
2024 Q1	$37.6K	Buy	407 +51	+14%	+$4.72K	﹤0.01%	792
2023 Q4	$33.5K	Buy	+356	New	+$31.9K	﹤0.01%	743

Other funds holding MBB

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Rothschild Investment LLC's MBB Position: Q2 2026 in Review

Rothschild Investment LLC reduced its iShares MBS ETF (MBB) stake by 2.2% in Q2 2026, selling an estimated $851 and leaving 393 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Rothschild Investment LLC first reported a position in MBB in Q4 2023 and has held it in 11 quarters since. The position peaked at $41.1K in Q1 2025. 894 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Rothschild Investment LLC held 393 shares of iShares MBS ETF worth $37.1K as of Q2 2026.
Rothschild Investment LLC sold 9 iShares MBS ETF shares in Q2 2026, an estimated $851.
iShares MBS ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1325 holding.
Rothschild Investment LLC first reported a position in iShares MBS ETF in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's iShares MBS ETF position peaked at $41.1K in Q1 2025.
894 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.