SYM Financial Corp’s iShares MBS ETF MBB Stock Holding History

SYM Financial Corp’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	$7.28K	Buy	77 +49	+175%	+$4.63K	﹤0.01%	489
2026 Q1	$2.66K	Buy	+28	New	+$2.67K	﹤0.01%	408
2025 Q3	–	Sell	-9	Closed	-$845	–	444
2025 Q2	$845	Buy	+9	New	+$834	﹤0.01%	416
2022 Q3	–	Sell	-233	Closed	-$23K	–	113
2022 Q2	$23K	Buy	+233	New	+$22.9K	0.01%	91
2021 Q4	–	Sell	-784	Closed	-$85K	–	113
2021 Q3	$85K	Buy	+784	New	+$85K	0.05%	70
2020 Q4	–	Sell	-125	Closed	-$14K	–	85
2020 Q3	$14K	Buy	+125	New	+$13.8K	0.01%	63
2020 Q1	–	Sell	-1,459	Closed	-$158K	–	85
2019 Q4	$158K	Buy	+1,459	New	+$158K	0.1%	47

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SYM Financial Corp's MBB Position: Q2 2026 in Review

SYM Financial Corp increased its iShares MBS ETF (MBB) stake by 175% in Q2 2026, buying an estimated $4.63K and bringing the position to 77 shares worth $7.28K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

SYM Financial Corp first reported a position in MBB in Q4 2019 and has held it in 7 quarters since. The position peaked at $158K in Q4 2019. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

SYM Financial Corp held 77 shares of iShares MBS ETF worth $7.28K as of Q2 2026.
SYM Financial Corp bought 49 iShares MBS ETF shares in Q2 2026, an estimated $4.63K.
iShares MBS ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #489 holding.
SYM Financial Corp first reported a position in iShares MBS ETF in Q4 2019 and has held it in 7 quarters since.
SYM Financial Corp's iShares MBS ETF position peaked at $158K in Q4 2019.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.