SIC
MBB icon

Salem Investment Counselors’s iShares MBS ETF MBB Stock Holding History

Salem Investment Counselors’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 		$18.4K Hold
195
– – ﹤0.01% 788
2026
Q1 		$18.5K Buy
+195
New +$18.6K ﹤0.01% 770
2025
Q4 		– Sell
-195
Closed -$18.6K – 838
2025
Q3 		$18.6K Hold
195
– – ﹤0.01% 757
2025
Q2 		$18.3K Sell
195
-1
-0.5% -$93 ﹤0.01% 738
2025
Q1 		$18.4K Sell
196
-3
-2% -$277 ﹤0.01% 722
2024
Q4 		$18.2K Buy
199
+3
+2% +$279 ﹤0.01% 735
2024
Q3 		$18.8K Sell
196
-20
-9% -$1.89K ﹤0.01% 741
2024
Q2 		$19.8K Sell
216
-61
-22% -$5.56K ﹤0.01% 722
2024
Q1 		$25.6K Sell
277
-101
-27% -$9.34K ﹤0.01% 675
2023
Q4 		$35.6K Hold
378
– – ﹤0.01% 609
2023
Q3 		$33.6K Buy
378
+119
+46% +$10.9K ﹤0.01% 594
2023
Q2 		$24.2K Buy
259
+46
+22% +$4.33K ﹤0.01% 661
2023
Q1 		$20.2K Buy
+213
New +$20.1K ﹤0.01% 688
2022
Q1 		– Sell
-3,470
Closed -$373K – 1065
2021
Q4 		$373K Buy
3,470
+3,308
+2,042% +$356K 0.01% 303
2021
Q3 		$18K Buy
+162
New +$17.6K ﹤0.01% 663
2017
Q1 		– Sell
-22
Closed -$2K – 609
2016
Q4 		$2K Hold
22
– – ﹤0.01% 619
2016
Q3 		$24 Buy
+22
New +$2.42K ﹤0.01% 480

Other funds holding MBB

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Salem Investment Counselors's MBB Position: Q2 2026 in Review

Salem Investment Counselors held its iShares MBS ETF (MBB) position steady in Q2 2026 at 195 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Salem Investment Counselors first reported a position in MBB in Q3 2016 and has held it in 17 quarters since. The position peaked at $373K in Q4 2021. 464 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Salem Investment Counselors held 195 shares of iShares MBS ETF worth $18.4K as of Q2 2026.
  • Salem Investment Counselors left its iShares MBS ETF share count unchanged in Q2 2026.
  • iShares MBS ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #788 holding.
  • Salem Investment Counselors first reported a position in iShares MBS ETF in Q3 2016 and has held it in 17 quarters since.
  • Salem Investment Counselors's iShares MBS ETF position peaked at $373K in Q4 2021.
  • 464 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.