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Bush Investment Group’s iShares MBS ETF MBB Stock Holding History

Bush Investment Group’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
Q1 		$1.4M Buy
14,761
+1,330
+10% +$127K 0.77% 28
2025
Q4 		$1.28M Buy
13,431
+135
+1% +$12.9K 0.72% 28
2025
Q3 		$1.27M Buy
13,296
+981
+8% +$92.2K 0.75% 25
2025
Q2 		$1.16M Buy
12,315
+141
+1% +$13.1K 0.78% 25
2025
Q1 		$1.14M Sell
12,174
-1,415
-10% -$131K 0.86% 20
2024
Q4 		$1.25M Buy
13,589
+877
+7% +$81.7K 0.97% 19
2024
Q3 		$1.22M Buy
12,712
+603
+5% +$57K 0.97% 18
2024
Q2 		$1.11M Buy
12,109
+911
+8% +$83K 0.95% 16
2024
Q1 		$1.03M Buy
11,198
+57
+0.5% +$5.27K 0.91% 19
2023
Q4 		$1.03M Buy
+11,141
New +$999K 0.95% 18

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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
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
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bush Investment Group's MBB Position: Q1 2026 in Review

Bush Investment Group increased its iShares MBS ETF (MBB) stake by 9.9% in Q1 2026, buying an estimated $127K and bringing the position to 14,761 shares worth $1.4M. The position accounts for 0.77% of the portfolio, ranked #28.

Bush Investment Group first reported a position in MBB in Q4 2023 and has held it in 10 quarters since. 1,023 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Bush Investment Group held 14,761 shares of iShares MBS ETF worth $1.4M as of Q1 2026.
  • Bush Investment Group bought 1,330 iShares MBS ETF shares in Q1 2026, an estimated $127K.
  • iShares MBS ETF made up 0.77% of Bush Investment Group's portfolio in Q1 2026, its #28 holding.
  • Bush Investment Group first reported a position in iShares MBS ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,023 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Bush Investment Group's 13F filing for Q1 2026, filed 3 Aug 2026.