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Symphony Financial’s iShares MBS ETF MBB Stock Holding History

Symphony 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
Q2 		$247K Buy
+2,610
New +$247K 0.03% 311
2025
Q1 		– Sell
-5,084
Closed -$467K – 165
2024
Q4 		$467K Buy
+5,084
New +$473K 0.07% 141

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 22.9% 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

Symphony Financial's MBB Position: Q2 2026 in Review

Symphony Financial opened a new position in iShares MBS ETF (MBB) in Q2 2026: 2,610 shares worth $247K. The stake represents 0.03% of the portfolio and ranks #311 among its holdings. This is a return to the name: Symphony Financial previously reported a position in MBB as recently as Q4 2024.

Symphony Financial first reported a position in MBB in Q4 2024 and has held it in 2 quarters since. The position peaked at $467K in Q4 2024. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Symphony Financial held 2,610 shares of iShares MBS ETF worth $247K as of Q2 2026.
  • iShares MBS ETF was a new Symphony Financial position in Q2 2026.
  • iShares MBS ETF made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #311 holding.
  • Symphony Financial first reported a position in iShares MBS ETF in Q4 2024 and has held it in 2 quarters since.
  • Symphony Financial's iShares MBS ETF position peaked at $467K in Q4 2024.
  • 1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

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