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Trust Point Inc’s iShares MBS ETF MBB Stock Holding History

Trust Point Inc’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 		– Sell
-2,200
Closed -$209K – 543
2026
Q1 		$209K Buy
+2,200
New +$210K 0.02% 499
2025
Q1 		– Sell
-8,436
Closed -$773K – 519
2024
Q4 		$773K Buy
8,436
+6,113
+263% +$569K 0.05% 203
2024
Q3 		$223K Buy
+2,323
New +$220K 0.02% 477
2024
Q1 		– Sell
-20,507
Closed -$1.93M – 540
2023
Q4 		$1.93M Buy
+20,507
New +$1.84M 0.16% 70

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Trust Point Inc's MBB Position: Q2 2026 in Review

Trust Point Inc sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 2,200 shares — an estimated $209K sold.

Trust Point Inc first reported a position in MBB in Q4 2023 and held it in 4 quarters. The position peaked at $1.93M in Q4 2023. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Trust Point Inc reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
  • Trust Point Inc sold 2,200 iShares MBS ETF shares in Q2 2026, an estimated $209K.
  • Trust Point Inc first reported a position in iShares MBS ETF in Q4 2023 and held it in 4 quarters.
  • Trust Point Inc's iShares MBS ETF position peaked at $1.93M in Q4 2023.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.