BA
MBB icon

Bridgewater Associates’s iShares MBS ETF MBB Stock Holding History

Bridgewater Associates’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 		$131M Buy
1,386,800
+26,800
+2% +$2.53M 0.54% 21
2026
Q1 		$129M Sell
1,360,000
-15,400
-1% -$1.47M 0.58% 26
2025
Q4 		$131M Buy
1,375,400
+20,300
+1% +$1.94M 0.48% 33
2025
Q3 		$129M Sell
1,355,100
-105,100
-7% -$9.87M 0.51% 37
2025
Q2 		$137M Buy
1,460,200
+12,600
+0.9% +$1.17M 0.55% 42
2025
Q1 		$136M Buy
1,447,600
+12,900
+0.9% +$1.19M 0.63% 40
2024
Q4 		$132M Buy
1,434,700
+18,500
+1% +$1.72M 0.6% 31
2024
Q3 		$136M Sell
1,416,200
-38,000
-3% -$3.59M 0.77% 24
2024
Q2 		$134M Sell
1,454,200
-24,300
-2% -$2.21M 0.7% 24
2024
Q1 		$137M Buy
1,478,500
+26,700
+2% +$2.47M 0.69% 32
2023
Q4 		$137M Sell
1,451,800
-29,500
-2% -$2.65M 0.76% 25
2023
Q3 		$132M Buy
1,481,300
+27,100
+2% +$2.48M 0.8% 24
2023
Q2 		$136M Sell
1,454,200
-18,400
-1% -$1.73M 0.84% 23
2023
Q1 		$139M Sell
1,472,600
-19,400
-1% -$1.83M 0.85% 21
2022
Q4 		$138M Buy
1,492,000
+185,000
+14% +$17.1M 0.76% 21
2022
Q3 		$120M Buy
1,307,000
+103,200
+9% +$10M 0.61% 31
2022
Q2 		$117M Buy
1,203,800
+559,700
+87% +$54.9M 0.5% 37
2022
Q1 		$65.6M Buy
+644,100
New +$67.2M 0.26% 72

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

Bridgewater Associates's MBB Position: Q2 2026 in Review

Bridgewater Associates increased its iShares MBS ETF (MBB) stake by 2% in Q2 2026, buying an estimated $2.53M and bringing the position to 1,386,800 shares worth $131M. The position accounts for 0.54% of the portfolio, ranked #21.

Bridgewater Associates first reported a position in MBB in Q1 2022 and has held it in 18 quarters since. The position peaked at $139M in Q1 2023. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Bridgewater Associates held 1,386,800 shares of iShares MBS ETF worth $131M as of Q2 2026.
  • Bridgewater Associates bought 26,800 iShares MBS ETF shares in Q2 2026, an estimated $2.53M.
  • iShares MBS ETF made up 0.54% of Bridgewater Associates's portfolio in Q2 2026, its #21 holding.
  • Bridgewater Associates first reported a position in iShares MBS ETF in Q1 2022 and has held it in 18 quarters since.
  • Bridgewater Associates's iShares MBS ETF position peaked at $139M in Q1 2023.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.