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Southern Michigan Bank & Trust’s iShares MBS ETF MBB Stock Holding History

Southern Michigan Bank & Trust’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 		$14.7K Hold
156
– – 0.01% 297
2026
Q1 		$14.8K Buy
+156
New +$14.9K 0.01% 295

Other funds holding MBB

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

Southern Michigan Bank & Trust's MBB Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its iShares MBS ETF (MBB) position steady in Q2 2026 at 156 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #297.

Southern Michigan Bank & Trust first reported a position in MBB in Q1 2026 and has held it in 2 quarters since. The position peaked at $14.8K in Q1 2026. 986 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Southern Michigan Bank & Trust held 156 shares of iShares MBS ETF worth $14.7K as of Q2 2026.
  • Southern Michigan Bank & Trust left its iShares MBS ETF share count unchanged in Q2 2026.
  • iShares MBS ETF made up 0.01% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #297 holding.
  • Southern Michigan Bank & Trust first reported a position in iShares MBS ETF in Q1 2026 and has held it in 2 quarters since.
  • Southern Michigan Bank & Trust's iShares MBS ETF position peaked at $14.8K in Q1 2026.
  • 986 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.