Thompson Investment Management’s iShares MBS ETF MBB Stock Holding History

Thompson Investment Management’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	$37.3K	Hold	395	–	–	﹤0.01%	311
2026 Q1	$37.5K	Hold	395	–	–	﹤0.01%	306
2025 Q4	$37.6K	Hold	395	–	–	﹤0.01%	306
2025 Q3	$37.6K	Hold	395	–	–	0.01%	310
2025 Q2	$37.1K	Hold	395	–	–	0.01%	306
2025 Q1	$37K	Hold	395	–	–	0.01%	301
2024 Q4	$36.2K	Hold	395	–	–	0.01%	307
2024 Q3	$37.8K	Hold	395	–	–	0.01%	291
2024 Q2	$36.3K	Hold	395	–	–	0.01%	286
2024 Q1	$36.5K	Hold	395	–	–	0.01%	301
2023 Q4	$37.2K	Hold	395	–	–	0.01%	254
2023 Q3	$35.1K	Hold	395	–	–	0.01%	258
2023 Q2	$36.8K	Hold	395	–	–	0.01%	263
2023 Q1	$37.4K	Buy	+395	New	+$37.3K	0.01%	267

Other funds holding MBB

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Thompson Investment Management's MBB Position: Q2 2026 in Review

Thompson Investment Management held its iShares MBS ETF (MBB) position steady in Q2 2026 at 395 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Thompson Investment Management first reported a position in MBB in Q1 2023 and has held it in 14 quarters since. The position peaked at $37.8K in Q3 2024. 272 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Thompson Investment Management held 395 shares of iShares MBS ETF worth $37.3K as of Q2 2026.
Thompson Investment Management left its iShares MBS ETF share count unchanged in Q2 2026.
iShares MBS ETF made up ﹤0.01% of Thompson Investment Management's portfolio in Q2 2026, its #311 holding.
Thompson Investment Management first reported a position in iShares MBS ETF in Q1 2023 and has held it in 14 quarters since.
Thompson Investment Management's iShares MBS ETF position peaked at $37.8K in Q3 2024.
272 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Thompson Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.