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Wedbush Securities’s iShares MBS ETF MBB Stock Holding History

Wedbush Securities’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 		$1.25M Sell
13,175
-523
-4% -$49.5K 0.03% 417
2026
Q1 		$1.3M Sell
13,698
-1
-0% -$96 0.04% 372
2025
Q4 		$1.3M Sell
13,699
-310
-2% -$29.6K 0.04% 362
2025
Q3 		$1.33M Buy
14,009
+5,554
+66% +$522K 0.04% 339
2025
Q2 		$794K Sell
8,455
-4,486
-35% -$416K 0.03% 479
2025
Q1 		$1.21M Sell
12,941
-73
-0.6% -$6.75K 0.04% 335
2024
Q4 		$1.19M Sell
13,014
-2,049
-14% -$191K 0.04% 330
2024
Q3 		$1.44M Sell
15,063
-11,570
-43% -$1.09M 0.05% 268
2024
Q2 		$2.44M Buy
26,633
+839
+3% +$76.4K 0.09% 166
2024
Q1 		$2.38M Buy
25,794
+13,050
+102% +$1.21M 0.09% 170
2023
Q4 		$1.2M Sell
12,744
-18,147
-59% -$1.63M 0.05% 284
2023
Q3 		$2.74M Sell
30,891
-1,784
-5% -$163K 0.14% 116
2023
Q2 		$3.05M Sell
32,675
-2,087
-6% -$196K 0.15% 109
2023
Q1 		$3.29M Buy
34,762
+9,768
+39% +$922K 0.16% 104
2022
Q4 		$2.32M Buy
24,994
+4,565
+22% +$421K 0.13% 129
2022
Q3 		$1.87M Buy
20,429
+8,646
+73% +$838K 0.11% 149
2022
Q2 		$1.15M Sell
11,783
-2,092
-15% -$205K 0.06% 259
2022
Q1 		$1.41M Buy
13,875
+4,201
+43% +$438K 0.06% 257
2021
Q4 		$1.04M Buy
9,674
+17
+0.2% +$1.83K 0.04% 365
2021
Q3 		$1.04M Buy
9,657
+1,316
+16% +$143K 0.05% 343
2021
Q2 		$903K Sell
8,341
-355
-4% -$38.5K 0.04% 397
2021
Q1 		$943K Buy
8,696
+2,658
+44% +$291K 0.05% 345
2020
Q4 		$665K Buy
6,038
+20
+0.3% +$2.2K 0.06% 363
2020
Q3 		$664K Buy
6,018
+252
+4% +$27.9K 0.06% 332
2020
Q2 		$638K Sell
5,766
-1,350
-19% -$149K 0.06% 338
2020
Q1 		$786K Buy
7,116
+3,377
+90% +$367K 0.09% 236
2019
Q4 		$404K Buy
3,739
+613
+20% +$66.2K 0.04% 550
2019
Q3 		$339K Buy
3,126
+104
+3% +$11.2K 0.03% 589
2019
Q2 		$325K Buy
+3,022
New +$322K 0.03% 600

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

Wedbush Securities's MBB Position: Q2 2026 in Review

Wedbush Securities reduced its iShares MBS ETF (MBB) stake by 3.8% in Q2 2026, selling an estimated $49.5K and leaving 13,175 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #417.

Wedbush Securities first reported a position in MBB in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.29M in Q1 2023. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Wedbush Securities held 13,175 shares of iShares MBS ETF worth $1.25M as of Q2 2026.
  • Wedbush Securities sold 523 iShares MBS ETF shares in Q2 2026, an estimated $49.5K.
  • iShares MBS ETF made up 0.03% of Wedbush Securities's portfolio in Q2 2026, its #417 holding.
  • Wedbush Securities first reported a position in iShares MBS ETF in Q2 2019 and has held it in 29 quarters since.
  • Wedbush Securities's iShares MBS ETF position peaked at $3.29M in Q1 2023.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.