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Yoffe Investment Management’s iShares MBS ETF MBB Stock Holding History

Yoffe Investment Management’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 		$232K Hold
2,458
– – 0.27% 104
2026
Q1 		$233K Hold
2,458
– – 0.3% 104
2025
Q4 		$234K Hold
2,458
– – 0.3% 103
2025
Q3 		$234K Hold
2,458
– – 0.3% 103
2025
Q2 		$231K Hold
2,458
– – 0.32% 103
2025
Q1 		$231K Hold
2,458
– – 0.34% 105
2024
Q4 		$225K Buy
+2,458
New +$229K 0.33% 101

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

Yoffe Investment Management's MBB Position: Q2 2026 in Review

Yoffe Investment Management held its iShares MBS ETF (MBB) position steady in Q2 2026 at 2,458 shares worth $232K. The position accounts for 0.27% of the portfolio, ranked #104.

Yoffe Investment Management first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $234K in Q4 2025. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Yoffe Investment Management held 2,458 shares of iShares MBS ETF worth $232K as of Q2 2026.
  • Yoffe Investment Management left its iShares MBS ETF share count unchanged in Q2 2026.
  • iShares MBS ETF made up 0.27% of Yoffe Investment Management's portfolio in Q2 2026, its #104 holding.
  • Yoffe Investment Management first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • Yoffe Investment Management's iShares MBS ETF position peaked at $234K in Q4 2025.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.