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

Bigelow 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
Q2 		$3.99M Sell
42,212
-145
-0.3% -$13.7K 1.44% 19
2026
Q1 		$4.02M Buy
42,357
+4,957
+13% +$474K 1.61% 15
2025
Q4 		$3.56M Buy
37,400
+4,218
+13% +$402K 1.39% 17
2025
Q3 		$3.16M Buy
33,182
+4,042
+14% +$380K 1.27% 19
2025
Q2 		$2.74M Buy
29,140
+8,469
+41% +$785K 1.21% 19
2025
Q1 		$1.94M Buy
20,671
+14,292
+224% +$1.32M 0.92% 28
2024
Q4 		$585K Sell
6,379
-531
-8% -$49.4K 0.27% 96
2024
Q3 		$662K Sell
6,910
-15
-0.2% -$1.42K 0.3% 98
2024
Q2 		$636K Sell
6,925
-243
-3% -$22.1K 0.3% 91
2024
Q1 		$662K Sell
7,168
-1
-0% -$92 0.33% 86
2023
Q4 		$674K Sell
7,169
-2,695
-27% -$242K 0.36% 77
2023
Q3 		$876K Sell
9,864
-50
-0.5% -$4.57K 0.5% 63
2023
Q2 		$925K Buy
+9,914
New +$932K 0.51% 64
2023
Q1 		– Sell
-9,933
Closed -$938K – 58
2022
Q4 		$921K Buy
9,933
+3,874
+64% +$357K 0.53% 59
2022
Q3 		$555K Buy
6,059
+1,802
+42% +$175K 0.33% 88
2022
Q2 		$415K Buy
4,257
+373
+10% +$36.6K 0.23% 107
2022
Q1 		$396K Buy
+3,884
New +$405K 0.19% 111
2021
Q3 		– Sell
-11,120
Closed -$1.2M – 145
2021
Q2 		$1.2M Hold
11,120
– – 0.58% 46
2021
Q1 		$1.21M Sell
11,120
-120
-1% -$13.1K 0.61% 45
2020
Q4 		$1.24M Buy
11,240
+4,860
+76% +$535K 0.66% 41
2020
Q3 		$704K Buy
6,380
+1,280
+25% +$142K 0.42% 63
2020
Q2 		$565K Buy
5,100
+2,225
+77% +$246K 0.37% 72
2020
Q1 		$318K Buy
+2,875
New +$313K 0.24% 108

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

Bigelow Investment Advisors's MBB Position: Q2 2026 in Review

Bigelow Investment Advisors reduced its iShares MBS ETF (MBB) stake by 0.34% in Q2 2026, selling an estimated $13.7K and leaving 42,212 shares worth $3.99M. The position accounts for 1.44% of the portfolio, ranked #19.

Bigelow Investment Advisors first reported a position in MBB in Q1 2020 and has held it in 23 quarters since. The position peaked at $4.02M in Q1 2026. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Bigelow Investment Advisors held 42,212 shares of iShares MBS ETF worth $3.99M as of Q2 2026.
  • Bigelow Investment Advisors sold 145 iShares MBS ETF shares in Q2 2026, an estimated $13.7K.
  • iShares MBS ETF made up 1.44% of Bigelow Investment Advisors's portfolio in Q2 2026, its #19 holding.
  • Bigelow Investment Advisors first reported a position in iShares MBS ETF in Q1 2020 and has held it in 23 quarters since.
  • Bigelow Investment Advisors's iShares MBS ETF position peaked at $4.02M in Q1 2026.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Bigelow Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.