Venture Visionary Partners’s iShares MBS ETF MBB Stock Holding History

Venture Visionary Partners’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	$3.19M	Buy	+33,786	New	+$3.2M	0.09%	192
2025 Q3	–	Sell	-3,473	Closed	-$326K	–	662
2025 Q2	$326K	Sell	3,473 -852	-20%	-$79K	0.01%	474
2025 Q1	$406K	Sell	4,325 -274	-6%	-$25.3K	0.02%	421
2024 Q4	$422K	Buy	4,599 +501	+12%	+$46.6K	0.02%	398
2024 Q3	$393K	Hold	4,098	–	–	0.02%	424
2024 Q2	$376K	Sell	4,098 -1,100	-21%	-$100K	0.02%	433
2024 Q1	$480K	Sell	5,198 -12	-0.2%	-$1.11K	0.02%	384
2023 Q4	$490K	Buy	+5,210	New	+$467K	0.03%	353
2022 Q3	–	Sell	-450	Closed	-$43.9K	–	1104
2022 Q2	$43.9K	Buy	+450	New	+$44.1K	﹤0.01%	831

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

Venture Visionary Partners's MBB Position: Q2 2026 in Review

Venture Visionary Partners opened a new position in iShares MBS ETF (MBB) in Q2 2026: 33,786 shares worth $3.19M. The stake represents 0.09% of the portfolio and ranks #192 among its holdings. This is a return to the name: Venture Visionary Partners previously reported a position in MBB as recently as Q2 2025.

Venture Visionary Partners first reported a position in MBB in Q2 2022 and has held it in 9 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Venture Visionary Partners held 33,786 shares of iShares MBS ETF worth $3.19M as of Q2 2026.
iShares MBS ETF was a new Venture Visionary Partners position in Q2 2026.
iShares MBS ETF made up 0.09% of Venture Visionary Partners's portfolio in Q2 2026, its #192 holding.
Venture Visionary Partners first reported a position in iShares MBS ETF in Q2 2022 and has held it in 9 quarters since.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.