Verus Capital Partners’s iShares MBS ETF MBB Stock Holding History

Verus Capital 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	$3M	Buy	31,749 +2,411	+8%	+$228K	0.16%	90
2026 Q1	$2.79M	Buy	29,338 +1,149	+4%	+$110K	0.19%	83
2025 Q4	$2.68M	Buy	28,189 +2,417	+9%	+$231K	0.18%	82
2025 Q3	$2.45M	Buy	25,772 +1,959	+8%	+$184K	0.19%	69
2025 Q2	$2.24M	Buy	23,813 +2,367	+11%	+$219K	0.2%	72
2025 Q1	$2.01M	Sell	21,446 -2,674	-11%	-$247K	0.2%	72
2024 Q4	$2.21M	Sell	24,120 -3,421	-12%	-$319K	0.21%	65
2024 Q3	$2.64M	Buy	27,541 +5,895	+27%	+$557K	0.26%	56
2024 Q2	$1.99M	Buy	21,646 +2,484	+13%	+$226K	0.21%	74
2024 Q1	$1.77M	Buy	19,162 +5,182	+37%	+$479K	0.2%	77
2023 Q4	$1.32M	Buy	13,980 +10,112	+261%	+$907K	0.16%	88
2023 Q3	$344K	Sell	3,868 -471	-11%	-$43K	0.05%	206
2023 Q2	$405K	Buy	4,339 +110	+3%	+$10.3K	0.06%	187
2023 Q1	$401K	Buy	4,229 +1,214	+40%	+$115K	0.06%	183
2022 Q4	$280K	Buy	+3,015	New	+$278K	0.05%	214
2020 Q1	$19K	Hold	170	–	–	0.01%	820
2019 Q4	$18K	Buy	+170	New	+$18.4K	0.01%	942

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

Verus Capital Partners's MBB Position: Q2 2026 in Review

Verus Capital Partners increased its iShares MBS ETF (MBB) stake by 8.2% in Q2 2026, buying an estimated $228K and bringing the position to 31,749 shares worth $3M. The position accounts for 0.16% of the portfolio, ranked #90.

Verus Capital Partners first reported a position in MBB in Q4 2019 and has held it in 17 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Verus Capital Partners held 31,749 shares of iShares MBS ETF worth $3M as of Q2 2026.
Verus Capital Partners bought 2,411 iShares MBS ETF shares in Q2 2026, an estimated $228K.
iShares MBS ETF made up 0.16% of Verus Capital Partners's portfolio in Q2 2026, its #90 holding.
Verus Capital Partners first reported a position in iShares MBS ETF in Q4 2019 and has held it in 17 quarters since.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.