Angeles Investment Advisors’s iShares MBS ETF MBB Stock Holding History

Angeles Investment 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	-3,200	Closed	-$305K	–	33
2025 Q4	$305K	Hold	3,200	–	–	0.02%	24
2025 Q3	$304K	Hold	3,200	–	–	0.02%	23
2025 Q2	$300K	Hold	3,200	–	–	0.02%	24
2025 Q1	$300K	Hold	3,200	–	–	0.02%	26
2024 Q4	$293K	Sell	3,200 -2,810	-47%	-$262K	0.01%	144
2024 Q3	$576K	Buy	6,010 +2,810	+88%	+$266K	0.03%	84
2024 Q2	$294K	Sell	3,200 -3,800	-54%	-$346K	0.02%	166
2024 Q1	$647K	Hold	7,000	–	–	0.03%	79
2023 Q4	$659K	Buy	+7,000	New	+$628K	0.04%	67
2021 Q4	–	Sell	-960	Closed	-$104K	–	248
2021 Q3	$104K	Buy	+960	New	+$104K	0.01%	231
2021 Q2	–	Sell	-54,550	Closed	-$5.91M	–	131
2021 Q1	$5.91M	Buy	54,550 +52,250	+2,272%	+$5.72M	0.46%	17
2020 Q4	$253K	Sell	2,300 -42,200	-95%	-$4.65M	0.03%	96
2020 Q3	$4.91M	Sell	44,500 -140,500	-76%	-$15.5M	0.61%	13
2020 Q2	$20.5M	Buy	185,000 +30,000	+19%	+$3.32M	2.9%	6
2020 Q1	$17.1M	Buy	+155,000	New	+$16.9M	4.61%	5

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Angeles Investment Advisors's MBB Position: Q1 2026 in Review

Angeles Investment Advisors sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 3,200 shares — an estimated $305K sold.

Angeles Investment Advisors first reported a position in MBB in Q1 2020 and held it in 15 quarters. The position peaked at $20.5M in Q2 2020. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Angeles Investment Advisors reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
Angeles Investment Advisors sold 3,200 iShares MBS ETF shares in Q1 2026, an estimated $305K.
Angeles Investment Advisors first reported a position in iShares MBS ETF in Q1 2020 and held it in 15 quarters.
Angeles Investment Advisors's iShares MBS ETF position peaked at $20.5M in Q2 2020.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Angeles Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.