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Vermillion Wealth Management’s iShares MBS ETF MBB Stock Holding History

Vermillion Wealth 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
Q2 		$23.8K Buy
252
+1
+0.4% +$95 0.01% 850
2026
Q1 		$23.9K Buy
251
+1
+0.4% +$96 0.01% 281
2025
Q4 		$23.8K Buy
250
+4
+2% +$382 0.01% 276
2025
Q3 		$23.4K Buy
246
+2
+0.8% +$188 0.01% 817
2025
Q2 		$22.9K Buy
244
+3
+1% +$278 0.01% 254
2025
Q1 		$22.6K Hold
241
– – 0.01% 682
2024
Q4 		$22.1K Buy
+241
New +$22.4K 0.01% 249

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

Vermillion Wealth Management's MBB Position: Q2 2026 in Review

Vermillion Wealth Management increased its iShares MBS ETF (MBB) stake by 0.4% in Q2 2026, buying an estimated $95 and bringing the position to 252 shares worth $23.8K. The position accounts for 0.01% of the portfolio, ranked #850.

Vermillion Wealth Management first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.9K in Q1 2026. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Vermillion Wealth Management held 252 shares of iShares MBS ETF worth $23.8K as of Q2 2026.
  • Vermillion Wealth Management bought 1 iShares MBS ETF share in Q2 2026, an estimated $95.
  • iShares MBS ETF made up 0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #850 holding.
  • Vermillion Wealth Management first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • Vermillion Wealth Management's iShares MBS ETF position peaked at $23.9K in Q1 2026.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.