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 Q3	$34.3K	Hold	383	–	–	0.01%	806
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Triumph Capital Management's MBB Position: Q3 2026 in Review

Triumph Capital Management held its iShares MBS ETF (MBB) position steady in Q3 2026 at 383 shares worth $34.3K. The position accounts for 0.01% of the portfolio, ranked #806.

Triumph Capital Management first reported a position in MBB in Q1 2022 and has held it in 7 quarters since. The position peaked at $669K in Q1 2022. 628 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

Triumph Capital Management held 383 shares of iShares MBS ETF worth $34.3K as of Q3 2026.
Triumph Capital Management left its iShares MBS ETF share count unchanged in Q3 2026.
iShares MBS ETF made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #806 holding.
Triumph Capital Management first reported a position in iShares MBS ETF in Q1 2022 and has held it in 7 quarters since.
Triumph Capital Management's iShares MBS ETF position peaked at $669K in Q1 2022.
628 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.