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Boltwood Capital Management’s iShares MBS ETF MBB Stock Holding History

Boltwood Capital Management’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 		$13.2M Buy
139,285
+4,848
+4% +$458K 3.02% 4
2026
Q1 		$12.8M Buy
134,437
+3,760
+3% +$359K 3.26% 3
2025
Q4 		$12.4M Buy
130,677
+1,887
+1% +$180K 3.24% 3
2025
Q3 		$12.3M Buy
128,790
+202
+0.2% +$19K 3.26% 3
2025
Q2 		$12.1M Sell
128,588
-5,397
-4% -$500K 3.43% 3
2025
Q1 		$12.6M Sell
133,985
-3,137
-2% -$290K 3.82% 4
2024
Q4 		$12.6M Buy
137,122
+3,375
+3% +$314K 3.83% 4
2024
Q3 		$12.8M Sell
133,747
-3,245
-2% -$307K 3.8% 4
2024
Q2 		$12.6M Sell
136,992
-5,033
-4% -$458K 3.93% 2
2024
Q1 		$13.1M Buy
142,025
+4,165
+3% +$385K 4.07% 3
2023
Q4 		$13M Buy
137,860
+263
+0.2% +$23.6K 4.3% 2
2023
Q3 		$12.2M Buy
137,597
+15,492
+13% +$1.42M 4.53% 4
2023
Q2 		$11.4M Buy
122,105
+11,395
+10% +$1.07M 4.11% 3
2023
Q1 		$10.5M Buy
110,710
+25,565
+30% +$2.41M 3.92% 4
2022
Q4 		$7.9M Buy
85,145
+25,915
+44% +$2.39M 3.21% 6
2022
Q3 		$5.42M Buy
59,230
+17,582
+42% +$1.7M 2.48% 6
2022
Q2 		$4.06M Buy
41,648
+4,698
+13% +$461K 1.76% 12
2022
Q1 		$3.76M Sell
36,950
-19,365
-34% -$2.02M 1.45% 16
2021
Q4 		$6.05M Buy
56,315
+14,235
+34% +$1.53M 2.24% 7
2021
Q3 		$4.55M Buy
42,080
+12,230
+41% +$1.33M 1.84% 10
2021
Q2 		$3.23M Sell
29,850
-13,405
-31% -$1.45M 1.34% 19
2021
Q1 		$4.69M Buy
43,255
+17,815
+70% +$1.95M 2.08% 8
2020
Q4 		$2.8M Buy
25,440
+10,595
+71% +$1.17M 1.36% 18
2020
Q3 		$1.64M Buy
+14,845
New +$1.64M 0.91% 36

Other funds holding MBB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Boltwood Capital Management's MBB Position: Q2 2026 in Review

Boltwood Capital Management increased its iShares MBS ETF (MBB) stake by 3.6% in Q2 2026, buying an estimated $458K and bringing the position to 139,285 shares worth $13.2M. The position accounts for 3.02% of the portfolio, ranked #4.

Boltwood Capital Management first reported a position in MBB in Q3 2020 and has held it in 24 quarters since. 259 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Boltwood Capital Management held 139,285 shares of iShares MBS ETF worth $13.2M as of Q2 2026.
  • Boltwood Capital Management bought 4,848 iShares MBS ETF shares in Q2 2026, an estimated $458K.
  • iShares MBS ETF made up 3.02% of Boltwood Capital Management's portfolio in Q2 2026, its #4 holding.
  • Boltwood Capital Management first reported a position in iShares MBS ETF in Q3 2020 and has held it in 24 quarters since.
  • 259 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.