Triumph Capital Management’s iShares MBS ETF MBB Stock Holding History

Triumph Capital 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	$36.2K	Hold	383	–	–	0.01%	764
2026 Q1	$36.4K	Sell	383 -13	-3%	-$1.24K	0.01%	719
2025 Q4	$37.7K	Buy	+396	New	+$37.8K	0.01%	680
2022 Q4	–	Sell	-6,691	Closed	-$613K	–	235
2022 Q3	$613K	Buy	6,691 +38	+0.6%	+$3.68K	0.33%	70
2022 Q2	$649K	Buy	6,653 +89	+1%	+$8.73K	0.34%	61
2022 Q1	$669K	Buy	+6,564	New	+$685K	0.29%	87

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

Triumph Capital Management's MBB Position: Q2 2026 in Review

Triumph Capital Management held its iShares MBS ETF (MBB) position steady in Q2 2026 at 383 shares worth $36.2K. The position accounts for 0.01% of the portfolio, ranked #764.

Triumph Capital Management first reported a position in MBB in Q1 2022 and has held it in 6 quarters since. The position peaked at $669K in Q1 2022. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Triumph Capital Management held 383 shares of iShares MBS ETF worth $36.2K as of Q2 2026.
Triumph Capital Management left its iShares MBS ETF share count unchanged in Q2 2026.
iShares MBS ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #764 holding.
Triumph Capital Management first reported a position in iShares MBS ETF in Q1 2022 and has held it in 6 quarters since.
Triumph Capital Management's iShares MBS ETF position peaked at $669K in Q1 2022.
1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.