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Salomon & Ludwin’s iShares MBS ETF MBB Stock Holding History

Salomon & Ludwin’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 		$3.76K Hold
40
– – ﹤0.01% 1879
2026
Q1 		$3.79K Hold
40
– – ﹤0.01% 1826
2025
Q4 		$3.81K Sell
40
-5
-11% -$477 ﹤0.01% 1870
2025
Q3 		$4.28K Hold
45
– – ﹤0.01% 1785
2025
Q2 		$4.2K Buy
+45
New +$4.17K ﹤0.01% 580

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

Salomon & Ludwin's MBB Position: Q2 2026 in Review

Salomon & Ludwin held its iShares MBS ETF (MBB) position steady in Q2 2026 at 40 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1879.

Salomon & Ludwin first reported a position in MBB in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.28K in Q3 2025. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Salomon & Ludwin held 40 shares of iShares MBS ETF worth $3.76K as of Q2 2026.
  • Salomon & Ludwin left its iShares MBS ETF share count unchanged in Q2 2026.
  • iShares MBS ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1879 holding.
  • Salomon & Ludwin first reported a position in iShares MBS ETF in Q2 2025 and has held it in 5 quarters since.
  • Salomon & Ludwin's iShares MBS ETF position peaked at $4.28K in Q3 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.