Tradition Wealth Management’s iShares MBS ETF MBB Stock Holding History

Tradition Wealth 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	$2.75M	Buy	29,046 +2,045	+8%	+$193K	0.17%	124
2026 Q1	$2.56M	Buy	27,001 +896	+3%	+$85.6K	0.18%	116
2025 Q4	$2.49M	Sell	26,105 -31	-0.1%	-$2.96K	0.18%	115
2025 Q3	$2.49M	Sell	26,136 -1,724	-6%	-$162K	0.18%	112
2025 Q2	$2.62M	Sell	27,860 -715	-3%	-$66.3K	0.21%	97
2025 Q1	$2.68M	Sell	28,575 -3,324	-10%	-$307K	0.24%	88
2024 Q4	$2.92M	Buy	31,899 +364	+1%	+$33.9K	0.26%	85
2024 Q3	$3.02M	Buy	31,535 +333	+1%	+$31.5K	0.27%	78
2024 Q2	$2.86M	Buy	31,202 +376	+1%	+$34.2K	0.28%	77
2024 Q1	$2.85M	Buy	30,826 +1,018	+3%	+$94.2K	0.29%	73
2023 Q4	$2.8M	Buy	29,808 +5	+0%	+$448	0.29%	63
2023 Q3	$2.65M	Sell	29,803 -7,364	-20%	-$673K	0.32%	68
2023 Q2	$3.47M	Buy	37,167 +258	+0.7%	+$24.3K	0.4%	57
2023 Q1	$3.5M	Buy	36,909 +31,261	+553%	+$2.95M	0.43%	54
2022 Q4	$524K	Sell	5,648 -1,914	-25%	-$177K	0.07%	158
2022 Q3	$693K	Sell	7,562 -1,362	-15%	-$132K	0.1%	132
2022 Q2	$870K	Sell	8,924 -3,020	-25%	-$296K	0.13%	118
2022 Q1	$1.22M	Sell	11,944 -30,975	-72%	-$3.23M	0.16%	114
2021 Q4	$4.61M	Sell	42,919 -341	-0.8%	-$36.7K	0.58%	51
2021 Q3	$4.68M	Buy	43,260 +5,210	+14%	+$565K	0.67%	43
2021 Q2	$4.12M	Sell	38,050 -2,409	-6%	-$261K	0.62%	48
2021 Q1	$4.39M	Buy	40,459 +1,158	+3%	+$127K	0.76%	41
2020 Q4	$4.33M	Buy	+39,301	New	+$4.33M	0.84%	35

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

Tradition Wealth Management's MBB Position: Q2 2026 in Review

Tradition Wealth Management increased its iShares MBS ETF (MBB) stake by 7.6% in Q2 2026, buying an estimated $193K and bringing the position to 29,046 shares worth $2.75M. The position accounts for 0.17% of the portfolio, ranked #124.

Tradition Wealth Management first reported a position in MBB in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.68M in Q3 2021. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Tradition Wealth Management held 29,046 shares of iShares MBS ETF worth $2.75M as of Q2 2026.
Tradition Wealth Management bought 2,045 iShares MBS ETF shares in Q2 2026, an estimated $193K.
iShares MBS ETF made up 0.17% of Tradition Wealth Management's portfolio in Q2 2026, its #124 holding.
Tradition Wealth Management first reported a position in iShares MBS ETF in Q4 2020 and has held it in 23 quarters since.
Tradition Wealth Management's iShares MBS ETF position peaked at $4.68M in Q3 2021.
1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.