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Summit Financial’s iShares MBS ETF MBB Stock Holding History

Summit Financial’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
Q1 		$1.36M Buy
14,273
+6,966
+95% +$666K 0.02% 679
2025
Q4 		$696K Sell
7,307
-1,375
-16% -$131K 0.01% 787
2025
Q3 		$826K Buy
8,682
+725
+9% +$68.1K 0.01% 707
2025
Q2 		$747K Sell
7,957
-357
-4% -$33.1K 0.02% 477
2025
Q1 		$780K Buy
8,314
+1,314
+19% +$122K 0.02% 419
2024
Q4 		$642K Sell
7,000
-417
-6% -$38.8K 0.02% 402
2024
Q3 		$711K Buy
7,417
+180
+2% +$17K 0.03% 315
2024
Q2 		$664K Buy
7,237
+1,498
+26% +$136K 0.03% 280
2024
Q1 		$530K Sell
5,739
-189
-3% -$17.5K 0.03% 247
2023
Q4 		$558K Buy
5,928
+487
+9% +$43.7K 0.04% 233
2023
Q3 		$483K Sell
5,441
-1,583
-23% -$145K 0.04% 241
2023
Q2 		$655K Buy
+7,024
New +$661K 0.05% 198

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Summit Financial's MBB Position: Q1 2026 in Review

Summit Financial increased its iShares MBS ETF (MBB) stake by 95% in Q1 2026, buying an estimated $666K and bringing the position to 14,273 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #679.

Summit Financial first reported a position in MBB in Q2 2023 and has held it in 12 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Summit Financial held 14,273 shares of iShares MBS ETF worth $1.36M as of Q1 2026.
  • Summit Financial bought 6,966 iShares MBS ETF shares in Q1 2026, an estimated $666K.
  • iShares MBS ETF made up 0.02% of Summit Financial's portfolio in Q1 2026, its #679 holding.
  • Summit Financial first reported a position in iShares MBS ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.