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Savant Capital’s iShares MBS ETF MBB Stock Holding History

Savant Capital’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 		$897K Buy
+9,571
New +$905K ﹤0.01% 932
2025
Q2 		– Sell
-2,192
Closed -$206K – 1262
2025
Q1 		$206K Buy
+2,192
New +$203K ﹤0.01% 997
2022
Q4 		– Sell
-5,298
Closed -$485K – 613
2022
Q3 		$485K Buy
+5,298
New +$514K 0.02% 347

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

Savant Capital's MBB Position: Q2 2026 in Review

Savant Capital opened a new position in iShares MBS ETF (MBB) in Q2 2026: 9,571 shares worth $897K. The stake represents ﹤0.01% of the portfolio and ranks #932 among its holdings. This is a return to the name: Savant Capital previously reported a position in MBB as recently as Q1 2025.

Savant Capital first reported a position in MBB in Q3 2022 and has held it in 3 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Savant Capital held 9,571 shares of iShares MBS ETF worth $897K as of Q2 2026.
  • iShares MBS ETF was a new Savant Capital position in Q2 2026.
  • iShares MBS ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #932 holding.
  • Savant Capital first reported a position in iShares MBS ETF in Q3 2022 and has held it in 3 quarters since.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.