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Vision Retirement’s iShares MBS ETF MBB Stock Holding History

Vision Retirement’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 		$1.06M Buy
11,169
+594
+6% +$56.2K 0.26% 62
2026
Q1 		$1M Sell
10,575
-2,117
-17% -$202K 0.29% 62
2025
Q4 		$1.21M Buy
+12,692
New +$1.21M 0.32% 59

Other funds holding MBB

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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Vision Retirement's MBB Position: Q2 2026 in Review

Vision Retirement increased its iShares MBS ETF (MBB) stake by 5.6% in Q2 2026, buying an estimated $56.2K and bringing the position to 11,169 shares worth $1.06M. The position accounts for 0.26% of the portfolio, ranked #62.

Vision Retirement first reported a position in MBB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.21M in Q4 2025. 986 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Vision Retirement held 11,169 shares of iShares MBS ETF worth $1.06M as of Q2 2026.
  • Vision Retirement bought 594 iShares MBS ETF shares in Q2 2026, an estimated $56.2K.
  • iShares MBS ETF made up 0.26% of Vision Retirement's portfolio in Q2 2026, its #62 holding.
  • Vision Retirement first reported a position in iShares MBS ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's iShares MBS ETF position peaked at $1.21M in Q4 2025.
  • 986 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.