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Wilmington Savings Fund Society’s iShares MBS ETF MBB Stock Holding History

Wilmington Savings Fund Society’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 		$40.9K Hold
433
– – ﹤0.01% 932
2026
Q1 		$41.1K Hold
433
– – ﹤0.01% 916
2025
Q4 		$41.2K Sell
433
-41
-9% -$3.91K ﹤0.01% 917
2025
Q3 		$45.1K Sell
474
-228
-32% -$21.4K ﹤0.01% 913
2025
Q2 		$65.9K Hold
702
– – ﹤0.01% 1153
2025
Q1 		$65.8K Sell
702
-1,178
-63% -$109K ﹤0.01% 1136
2024
Q4 		$172K Buy
1,880
+634
+51% +$59K ﹤0.01% 884
2024
Q3 		$119K Buy
+1,246
New +$118K ﹤0.01% 974

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

Wilmington Savings Fund Society's MBB Position: Q2 2026 in Review

Wilmington Savings Fund Society held its iShares MBS ETF (MBB) position steady in Q2 2026 at 433 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Wilmington Savings Fund Society first reported a position in MBB in Q3 2024 and has held it in 8 quarters since. The position peaked at $172K in Q4 2024. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Wilmington Savings Fund Society held 433 shares of iShares MBS ETF worth $40.9K as of Q2 2026.
  • Wilmington Savings Fund Society left its iShares MBS ETF share count unchanged in Q2 2026.
  • iShares MBS ETF made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #932 holding.
  • Wilmington Savings Fund Society first reported a position in iShares MBS ETF in Q3 2024 and has held it in 8 quarters since.
  • Wilmington Savings Fund Society's iShares MBS ETF position peaked at $172K in Q4 2024.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.