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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
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

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

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

Boreal Capital Management opened a new position in iShares MBS ETF (MBB) in Q2 2026: 216 shares worth $20.4K. The stake represents 0.02% of the portfolio and ranks #256 among its holdings. This is a return to the name: Boreal Capital Management previously reported a position in MBB as recently as Q4 2025.

Boreal Capital Management first reported a position in MBB in Q2 2025 and has held it in 4 quarters since. The position peaked at $884K in Q2 2025. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Boreal Capital Management held 216 shares of iShares MBS ETF worth $20.4K as of Q2 2026.
  • iShares MBS ETF was a new Boreal Capital Management position in Q2 2026.
  • iShares MBS ETF made up 0.02% of Boreal Capital Management's portfolio in Q2 2026, its #256 holding.
  • Boreal Capital Management first reported a position in iShares MBS ETF in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's iShares MBS ETF position peaked at $884K in Q2 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.