Boreal Capital Management
MBB icon

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

Boreal 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
Q3 		$19.4K Hold
216
– – 0.01% 252
2026
Q2 		$20.4K Buy
+216
New +$20.4K 0.02% 256
2026
Q1 		– Sell
-216
Closed -$20.6K – 256
2025
Q4 		$20.6K Sell
216
-3,245
-94% -$310K 0.02% 264
2025
Q3 		$329K Sell
3,461
-5,955
-63% -$559K 0.27% 92
2025
Q2 		$884K Buy
+9,416
New +$873K 0.73% 30

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Boreal Capital Management's MBB Position: Q3 2026 in Review

Boreal Capital Management held its iShares MBS ETF (MBB) position steady in Q3 2026 at 216 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #252.

Boreal Capital Management first reported a position in MBB in Q2 2025 and has held it in 5 quarters since. The position peaked at $884K in Q2 2025. 820 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Boreal Capital Management held 216 shares of iShares MBS ETF worth $19.4K as of Q3 2026.
  • Boreal Capital Management left its iShares MBS ETF share count unchanged in Q3 2026.
  • iShares MBS ETF made up 0.01% of Boreal Capital Management's portfolio in Q3 2026, its #252 holding.
  • Boreal Capital Management first reported a position in iShares MBS ETF in Q2 2025 and has held it in 5 quarters since.
  • Boreal Capital Management's iShares MBS ETF position peaked at $884K in Q2 2025.
  • 820 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Boreal Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.