TD Private Client Wealth’s iShares MBS ETF MBB Stock Holding History

TD Private Client Wealth’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	$1.68M	Sell	17,795 -14,501	-45%	-$1.37M	0.03%	300
2026 Q1	$3.07M	Buy	32,296 +1,553	+5%	+$148K	0.06%	197
2025 Q4	$2.93M	Buy	30,743 +16,040	+109%	+$1.53M	0.06%	196
2025 Q3	$1.4M	Buy	14,703 +1,222	+9%	+$115K	0.03%	300
2025 Q2	$1.27M	Buy	13,481 +6,339	+89%	+$587K	0.03%	318
2025 Q1	$670K	Buy	7,142 +1,846	+35%	+$171K	0.02%	398
2024 Q4	$486K	Buy	5,296 +238	+5%	+$22.2K	0.01%	451
2024 Q3	$485K	Sell	5,058 -68	-1%	-$6.43K	0.01%	458
2024 Q2	$471K	Buy	5,126 +43	+0.8%	+$3.92K	0.01%	438
2024 Q1	$470K	Sell	5,083 -245	-5%	-$22.7K	0.02%	456
2023 Q4	$501K	Buy	5,328 +944	+22%	+$84.7K	0.02%	434
2023 Q3	$389K	Sell	4,384 -6,249	-59%	-$571K	0.02%	448
2023 Q2	$992K	Buy	10,633 +10	+0.1%	+$941	0.04%	334
2023 Q1	$1.01M	Buy	10,623 +1,741	+20%	+$164K	0.05%	327
2022 Q4	$824K	Sell	8,882 -2,366	-21%	-$218K	0.04%	350
2022 Q3	$1.03M	Sell	11,248 -14,742	-57%	-$1.43M	0.05%	303
2022 Q2	$2.53M	Sell	25,990 -37,653	-59%	-$3.69M	0.12%	177
2022 Q1	$6.48M	Buy	63,643 +4,281	+7%	+$447K	0.28%	78
2021 Q4	$6.38M	Sell	59,362 -5,704	-9%	-$614K	0.26%	81
2021 Q3	$7.04M	Sell	65,066 -4,405	-6%	-$478K	0.3%	76
2021 Q2	$7.52M	Buy	69,471 +4,985	+8%	+$540K	0.32%	68
2021 Q1	$6.99M	Buy	64,486 +25,089	+64%	+$2.75M	0.33%	66
2020 Q4	$4.34M	Buy	39,397 +6,396	+19%	+$704K	0.22%	105
2020 Q3	$3.64M	Buy	33,001 +4,650	+16%	+$514K	0.2%	113
2020 Q2	$3.14M	Buy	28,351 +27,444	+3,026%	+$3.04M	0.18%	122
2020 Q1	$100K	Buy	+907	New	+$98.7K	0.01%	497

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

TD Private Client Wealth's MBB Position: Q2 2026 in Review

TD Private Client Wealth reduced its iShares MBS ETF (MBB) stake by 45% in Q2 2026, selling an estimated $1.37M and leaving 17,795 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #300.

TD Private Client Wealth first reported a position in MBB in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.52M in Q2 2021. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

TD Private Client Wealth held 17,795 shares of iShares MBS ETF worth $1.68M as of Q2 2026.
TD Private Client Wealth sold 14,501 iShares MBS ETF shares in Q2 2026, an estimated $1.37M.
iShares MBS ETF made up 0.03% of TD Private Client Wealth's portfolio in Q2 2026, its #300 holding.
TD Private Client Wealth first reported a position in iShares MBS ETF in Q1 2020 and has held it in 26 quarters since.
TD Private Client Wealth's iShares MBS ETF position peaked at $7.52M in Q2 2021.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.