Univest Financial’s iShares MBS ETF MBB Stock Holding History

Univest Financial’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	$4.79M	Buy	50,634 +7,828	+18%	+$740K	0.23%	73
2026 Q1	$4.06M	Buy	42,806 +5,018	+13%	+$479K	0.23%	78
2025 Q4	$3.6M	Buy	37,788 +5,366	+17%	+$512K	0.19%	91
2025 Q3	$3.08M	Buy	32,422 +4,105	+14%	+$386K	0.17%	95
2025 Q2	$2.66M	Buy	28,317 +2,564	+10%	+$238K	0.16%	101
2025 Q1	$2.42M	Buy	25,753 +3,724	+17%	+$344K	0.16%	105
2024 Q4	$2.02M	Buy	22,029 +2,017	+10%	+$188K	0.13%	116
2024 Q3	$1.92M	Buy	+20,012	New	+$1.89M	0.13%	114

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

Univest Financial's MBB Position: Q2 2026 in Review

Univest Financial increased its iShares MBS ETF (MBB) stake by 18% in Q2 2026, buying an estimated $740K and bringing the position to 50,634 shares worth $4.79M. The position accounts for 0.23% of the portfolio, ranked #73.

Univest Financial first reported a position in MBB in Q3 2024 and has held it in 8 quarters since. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Univest Financial held 50,634 shares of iShares MBS ETF worth $4.79M as of Q2 2026.
Univest Financial bought 7,828 iShares MBS ETF shares in Q2 2026, an estimated $740K.
iShares MBS ETF made up 0.23% of Univest Financial's portfolio in Q2 2026, its #73 holding.
Univest Financial first reported a position in iShares MBS ETF in Q3 2024 and has held it in 8 quarters since.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.