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Yukon Wealth Management’s iShares MBS ETF MBB Stock Holding History

Yukon Wealth 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 		$2.45M Sell
25,971
-3,288
-11% -$311K 0.7% 32
2026
Q1 		$2.78M Buy
29,259
+305
+1% +$29.1K 1.66% 15
2025
Q4 		$2.76M Buy
28,954
+1,339
+5% +$128K 1.59% 19
2025
Q3 		$2.63M Sell
27,615
-890
-3% -$83.6K 0.86% 29
2025
Q2 		$2.68M Sell
28,505
-3,775
-12% -$350K 0.96% 25
2025
Q1 		$3.03M Buy
+32,280
New +$2.99M 1.26% 22

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

Yukon Wealth Management's MBB Position: Q2 2026 in Review

Yukon Wealth Management reduced its iShares MBS ETF (MBB) stake by 11% in Q2 2026, selling an estimated $311K and leaving 25,971 shares worth $2.45M. The position accounts for 0.7% of the portfolio, ranked #32.

Yukon Wealth Management first reported a position in MBB in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.03M in Q1 2025. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Yukon Wealth Management held 25,971 shares of iShares MBS ETF worth $2.45M as of Q2 2026.
  • Yukon Wealth Management sold 3,288 iShares MBS ETF shares in Q2 2026, an estimated $311K.
  • iShares MBS ETF made up 0.7% of Yukon Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Yukon Wealth Management first reported a position in iShares MBS ETF in Q1 2025 and has held it in 6 quarters since.
  • Yukon Wealth Management's iShares MBS ETF position peaked at $3.03M in Q1 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Yukon Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.