Capital International Investors’s iShares MBS ETF MBB Stock Holding History

Capital International Investors’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	$65.7M	Buy	695,093 +395,199	+132%	+$37.4M	0.01%	328
2026 Q1	$28.5M	Buy	299,894 +5,319	+2%	+$508K	0.01%	369
2025 Q4	$28M	Buy	294,575 +123,931	+73%	+$11.8M	﹤0.01%	388
2025 Q3	$16.2M	Buy	170,644 +105,366	+161%	+$9.9M	﹤0.01%	396
2025 Q2	$6.13M	Buy	65,278 +1,056	+2%	+$97.9K	﹤0.01%	403
2025 Q1	$6.02M	Sell	64,222 -2,245	-3%	-$208K	﹤0.01%	407
2024 Q4	$6.09M	Buy	66,467 +42,796	+181%	+$3.98M	﹤0.01%	413
2024 Q3	$2.27M	Sell	23,671 -239	-1%	-$22.6K	﹤0.01%	412
2024 Q2	$2.2M	Buy	+23,910	New	+$2.18M	﹤0.01%	425

Other funds holding MBB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Capital International Investors's MBB Position: Q2 2026 in Review

Capital International Investors increased its iShares MBS ETF (MBB) stake by 132% in Q2 2026, buying an estimated $37.4M and bringing the position to 695,093 shares worth $65.7M. The position accounts for 0.01% of the portfolio, ranked #328.

Capital International Investors first reported a position in MBB in Q2 2024 and has held it in 9 quarters since. 890 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Capital International Investors held 695,093 shares of iShares MBS ETF worth $65.7M as of Q2 2026.
Capital International Investors bought 395,199 iShares MBS ETF shares in Q2 2026, an estimated $37.4M.
iShares MBS ETF made up 0.01% of Capital International Investors's portfolio in Q2 2026, its #328 holding.
Capital International Investors first reported a position in iShares MBS ETF in Q2 2024 and has held it in 9 quarters since.
890 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Capital International Investors's 13F filing for Q2 2026, filed 12 Aug 2026.