BIA
MBB icon

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

Bell 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 		$447K Sell
4,711
-321
-6% -$30.7K 0.07% 84
2025
Q4 		$479K Buy
5,032
+89
+2% +$8.49K 0.08% 80
2025
Q3 		$470K Buy
4,943
+45
+0.9% +$4.23K 0.08% 80
2025
Q2 		$460K Sell
4,898
-1,671
-25% -$155K 0.08% 78
2025
Q1 		$616K Buy
6,569
+280
+4% +$25.9K 0.11% 60
2024
Q4 		$577K Buy
+6,289
New +$586K 0.11% 62

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Bell Investment Advisors reduced its iShares MBS ETF (MBB) stake by 6.4% in Q1 2026, selling an estimated $30.7K and leaving 4,711 shares worth $447K. The position accounts for 0.07% of the portfolio, ranked #84.

Bell Investment Advisors first reported a position in MBB in Q4 2024 and has held it in 6 quarters since. The position peaked at $616K in Q1 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Bell Investment Advisors held 4,711 shares of iShares MBS ETF worth $447K as of Q1 2026.
  • Bell Investment Advisors sold 321 iShares MBS ETF shares in Q1 2026, an estimated $30.7K.
  • iShares MBS ETF made up 0.07% of Bell Investment Advisors's portfolio in Q1 2026, its #84 holding.
  • Bell Investment Advisors first reported a position in iShares MBS ETF in Q4 2024 and has held it in 6 quarters since.
  • Bell Investment Advisors's iShares MBS ETF position peaked at $616K in Q1 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.