BF
MBB icon

BOK Financial’s iShares MBS ETF MBB Stock Holding History

BOK Financial’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
2025
Q2 		– Sell
-754
Closed -$70.7K – 1259
2025
Q1 		$70.7K Sell
754
-584
-44% -$54K ﹤0.01% 793
2024
Q4 		$121K Sell
1,338
-9,862
-88% -$918K ﹤0.01% 735
2024
Q3 		$1.07M Buy
11,200
+3,495
+45% +$330K 0.02% 434
2024
Q2 		$707K Hold
7,705
– – 0.01% 528
2024
Q1 		$706K Hold
7,705
– – 0.01% 527
2023
Q4 		$725K Buy
7,705
+5,880
+322% +$527K 0.01% 503
2023
Q3 		$158K Buy
1,825
+447
+32% +$40.9K ﹤0.01% 660
2023
Q2 		$129K Hold
1,378
– – ﹤0.01% 684
2023
Q1 		$131K Sell
1,378
-1,160
-46% -$110K ﹤0.01% 713
2022
Q4 		$235K Sell
2,538
-1,806
-42% -$167K ﹤0.01% 815
2022
Q3 		$398K Sell
4,344
-12,308
-74% -$1.19M 0.01% 706
2022
Q2 		$1.62M Sell
16,652
-348
-2% -$34.1K 0.03% 413
2022
Q1 		$1.73M Buy
17,000
+6,570
+63% +$686K 0.03% 444
2021
Q4 		$1.12M Sell
10,430
-835
-7% -$89.9K 0.02% 554
2021
Q3 		$1.22M Buy
+11,265
New +$1.22M 0.02% 520
2021
Q1 		$627K Buy
5,781
+2,314
+67% +$253K 0.01% 652
2020
Q4 		$382K Buy
3,467
+270
+8% +$29.7K 0.01% 716
2020
Q3 		$353K Buy
3,197
+499
+18% +$55.2K 0.01% 689
2020
Q2 		$299K Buy
+2,698
New +$299K 0.01% 736
2020
Q1 		– Sell
-6,047
Closed -$654K – 884
2019
Q4 		$654K Sell
6,047
-168
-3% -$18.1K 0.01% 631
2019
Q3 		$673K Sell
6,215
-1,422
-19% -$153K 0.02% 594
2019
Q2 		$822K Buy
7,637
+1,444
+23% +$154K 0.02% 536
2019
Q1 		$659K Buy
+6,193
New +$651K 0.02% 601
2017
Q4 		– Sell
-1,050
Closed -$112K – 1040
2017
Q3 		$112K Buy
+1,050
New +$112K ﹤0.01% 924

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BOK Financial's MBB Position: Q2 2025 in Review

BOK Financial sold out of iShares MBS ETF (MBB) in Q2 2025, closing a stake of 754 shares — an estimated $70.7K sold.

BOK Financial first reported a position in MBB in Q3 2017 and held it in 24 quarters. The position peaked at $1.73M in Q1 2022. 936 funds tracked by Wall St. Rank hold MBB as of Q2 2025.

  • BOK Financial reported no remaining iShares MBS ETF position as of Q2 2025 after selling out during the quarter.
  • BOK Financial sold 754 iShares MBS ETF shares in Q2 2025, an estimated $70.7K.
  • BOK Financial first reported a position in iShares MBS ETF in Q3 2017 and held it in 24 quarters.
  • BOK Financial's iShares MBS ETF position peaked at $1.73M in Q1 2022.
  • 936 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2025.

Based on BOK Financial's 13F filing for Q2 2025, filed 12 Aug 2025.