ACA
MBB icon

Anchor Capital Advisors’s iShares MBS ETF MBB Stock Holding History

Anchor Capital Advisors’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
Q1 		– Sell
-90,920
Closed -$8.66M – 263
2025
Q4 		$8.66M Sell
90,920
-1,395
-2% -$133K 0.25% 94
2025
Q3 		$8.78M Sell
92,315
-210
-0.2% -$19.7K 0.25% 94
2025
Q2 		$8.69M Sell
92,525
-2,491
-3% -$231K 0.26% 97
2025
Q1 		$8.91M Buy
95,016
+998
+1% +$92.3K 0.27% 99
2024
Q4 		$8.62M Sell
94,018
-2,936
-3% -$273K 0.25% 102
2024
Q3 		$9.29M Buy
+96,954
New +$9.16M 0.25% 102
2022
Q2 		– Sell
-69,122
Closed -$7.04M – 276
2022
Q1 		$7.04M Sell
69,122
-63,818
-48% -$6.66M 0.15% 110
2021
Q4 		$14.3M Sell
132,940
-621
-0.5% -$66.9K 0.28% 101
2021
Q3 		$14.4M Sell
133,561
-2,428
-2% -$263K 0.3% 99
2021
Q2 		$14.7M Buy
135,989
+434
+0.3% +$47.1K 0.3% 100
2021
Q1 		$14.7M Buy
135,555
+49,261
+57% +$5.4M 0.31% 99
2020
Q4 		$9.5M Sell
86,294
-3,536
-4% -$389K 0.22% 108
2020
Q3 		$9.92M Sell
89,830
-3,005
-3% -$332K 0.25% 107
2020
Q2 		$10.3M Buy
+92,835
New +$10.3M 0.26% 107

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

Anchor Capital Advisors's MBB Position: Q1 2026 in Review

Anchor Capital Advisors sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 90,920 shares — an estimated $8.66M sold.

Anchor Capital Advisors first reported a position in MBB in Q2 2020 and held it in 14 quarters. The position peaked at $14.7M in Q2 2021. 1,030 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Anchor Capital Advisors reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
  • Anchor Capital Advisors sold 90,920 iShares MBS ETF shares in Q1 2026, an estimated $8.66M.
  • Anchor Capital Advisors first reported a position in iShares MBS ETF in Q2 2020 and held it in 14 quarters.
  • Anchor Capital Advisors's iShares MBS ETF position peaked at $14.7M in Q2 2021.
  • 1,030 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Anchor Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.