Stonebridge Financial Group, LLC/CA’s iShares MBS ETF MBB Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$399K	Buy	+4,228	New	+$400K	0.06%	197

Other funds holding MBB

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's MBB Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in iShares MBS ETF (MBB) in Q2 2026: 4,228 shares worth $399K. The stake represents 0.06% of the portfolio and ranks #197 among its holdings.

890 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 4,228 shares of iShares MBS ETF worth $399K as of Q2 2026.
iShares MBS ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
iShares MBS ETF made up 0.06% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #197 holding.
890 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.