Vantage Point Financial’s iShares MBS ETF MBB Stock Holding History

Vantage Point 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	$340K	Sell	3,593 -1,863	-34%	-$176K	0.1%	125
2026 Q1	$518K	Buy	5,456 +262	+5%	+$25K	0.18%	91
2025 Q4	$495K	Buy	5,194 +884	+21%	+$84.3K	0.18%	94
2025 Q3	$410K	Buy	4,310 +608	+16%	+$57.1K	0.16%	96
2025 Q2	$348K	Buy	3,702 +143	+4%	+$13.3K	0.15%	99
2025 Q1	$334K	Buy	3,559 +625	+21%	+$57.8K	0.17%	90
2024 Q4	$269K	Buy	+2,934	New	+$273K	0.15%	96

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

Vantage Point Financial's MBB Position: Q2 2026 in Review

Vantage Point Financial reduced its iShares MBS ETF (MBB) stake by 34% in Q2 2026, selling an estimated $176K and leaving 3,593 shares worth $340K. The position accounts for 0.1% of the portfolio, ranked #125.

Vantage Point Financial first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $518K in Q1 2026. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Vantage Point Financial held 3,593 shares of iShares MBS ETF worth $340K as of Q2 2026.
Vantage Point Financial sold 1,863 iShares MBS ETF shares in Q2 2026, an estimated $176K.
iShares MBS ETF made up 0.1% of Vantage Point Financial's portfolio in Q2 2026, its #125 holding.
Vantage Point Financial first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
Vantage Point Financial's iShares MBS ETF position peaked at $518K in Q1 2026.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.