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Vise Technologies’s iShares MBS ETF MBB Stock Holding History

Vise Technologies’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 		$40.6M Buy
429,639
+222,128
+107% +$21M 0.46% 48
2026
Q1 		$19.8M Hold
207,511
– – 0.39% 46
2025
Q4 		$19.8M Buy
207,511
+35,240
+20% +$3.36M 0.39% 46
2025
Q3 		$16.4M Buy
172,271
+12,291
+8% +$1.15M 0.61% 30
2025
Q2 		$15M Buy
+159,980
New +$14.8M 0.62% 27
2024
Q4 		$11.6M Buy
126,919
+4,699
+4% +$438K 0.97% 17
2024
Q3 		$11.7M Sell
122,220
-905
-0.7% -$85.5K 1.49% 12
2024
Q2 		$11.3M Buy
123,125
+17,405
+16% +$1.59M 1.98% 9
2024
Q1 		$9.77M Buy
105,720
+9,366
+10% +$866K 1.92% 8
2023
Q4 		$9.06M Buy
96,354
+676
+0.7% +$60.6K 1.95% 6
2023
Q3 		$8.5M Sell
95,678
-4,852
-5% -$443K 2.09% 6
2023
Q2 		$9.38M Buy
100,530
+8,707
+9% +$819K 2.27% 5
2023
Q1 		$8.7M Buy
91,823
+21,398
+30% +$2.02M 2.29% 7
2022
Q4 		$6.53M Buy
70,425
+13,863
+25% +$1.28M 2.04% 9
2022
Q3 		$5.18M Buy
56,562
+7,309
+15% +$709K 1.95% 10
2022
Q2 		$4.8M Buy
49,253
+18,967
+63% +$1.86M 1.86% 10
2022
Q1 		$3.08M Buy
+30,286
New +$3.16M 1.16% 24

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

Vise Technologies's MBB Position: Q2 2026 in Review

Vise Technologies increased its iShares MBS ETF (MBB) stake by 107% in Q2 2026, buying an estimated $21M and bringing the position to 429,639 shares worth $40.6M. The position accounts for 0.46% of the portfolio, ranked #48.

Vise Technologies first reported a position in MBB in Q1 2022 and has held it in 17 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Vise Technologies held 429,639 shares of iShares MBS ETF worth $40.6M as of Q2 2026.
  • Vise Technologies bought 222,128 iShares MBS ETF shares in Q2 2026, an estimated $21M.
  • iShares MBS ETF made up 0.46% of Vise Technologies's portfolio in Q2 2026, its #48 holding.
  • Vise Technologies first reported a position in iShares MBS ETF in Q1 2022 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 Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.