Checchi Capital Advisers’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.9M | Sell |
147,438
-422
| -0.3% | -$39.9K | 0.63% | 35 |
|
|
2026
Q1 | $14M | Buy |
147,860
+2,553
| +2% | +$244K | 0.71% | 32 |
|
|
2025
Q4 | $13.8M | Sell |
145,307
-484
| -0.3% | -$46.2K | 0.71% | 31 |
|
|
2025
Q3 | $13.9M | Buy |
145,791
+5,812
| +4% | +$546K | 0.72% | 34 |
|
|
2025
Q2 | $13.1M | Sell |
139,979
-210,670
| -60% | -$19.5M | 0.73% | 33 |
|
|
2025
Q1 | $32.9M | Buy |
350,649
+240,604
| +219% | +$22.3M | 1.73% | 7 |
|
|
2024
Q4 | $10.1M | Sell |
110,045
-218,978
| -67% | -$20.4M | 0.59% | 37 |
|
|
2024
Q3 | $31.5M | Buy |
329,023
+211,944
| +181% | +$20M | 1.76% | 6 |
|
|
2024
Q2 | $10.7M | Buy |
117,079
+13,734
| +13% | +$1.25M | 0.54% | 31 |
|
|
2024
Q1 | $9.55M | Buy |
103,345
+8,498
| +9% | +$786K | 0.75% | 36 |
|
|
2023
Q4 | $8.92M | Sell |
94,847
-39,728
| -30% | -$3.56M | 0.72% | 39 |
|
|
2023
Q3 | $12M | Buy |
134,575
+48,259
| +56% | +$4.41M | 1.11% | 24 |
|
|
2023
Q2 | $8.05M | Buy |
86,316
+8,869
| +11% | +$834K | 0.72% | 38 |
|
|
2023
Q1 | $7.34M | Buy |
77,447
+4,656
| +6% | +$440K | 0.71% | 37 |
|
|
2022
Q4 | $6.75M | Buy |
72,791
+10,882
| +18% | +$1M | 0.7% | 38 |
|
|
2022
Q3 | $5.67M | Sell |
61,909
-129,223
| -68% | -$12.5M | 0.53% | 50 |
|
|
2022
Q2 | $19.2M | Sell |
191,132
-5,050
| -3% | -$495K | 1.66% | 10 |
|
|
2022
Q1 | $20M | Buy |
196,182
+65,969
| +51% | +$6.88M | 1.7% | 10 |
|
|
2021
Q4 | $14M | Buy |
130,213
+4,906
| +4% | +$528K | 1.23% | 15 |
|
|
2021
Q3 | $13.6M | Sell |
125,307
-8,410
| -6% | -$912K | 1.34% | 13 |
|
|
2021
Q2 | $14.5M | Sell |
133,717
-1,671
| -1% | -$181K | 1.43% | 10 |
|
|
2021
Q1 | $14.7M | Buy |
135,388
+6,811
| +5% | +$746K | 1.45% | 8 |
|
|
2020
Q4 | $14.2M | Buy |
128,577
+20,226
| +19% | +$2.23M | 1.46% | 8 |
|
|
2020
Q3 | $12M | Sell |
108,351
-4,966
| -4% | -$549K | 1.33% | 8 |
|
|
2020
Q2 | $12.5M | Sell |
113,317
-12,435
| -10% | -$1.38M | 1.5% | 7 |
|
|
2020
Q1 | $13.9M | Buy |
125,752
+8,270
| +7% | +$900K | 1.33% | 6 |
|
|
2019
Q4 | $12.7M | Buy |
117,482
+5,676
| +5% | +$613K | 1.7% | 8 |
|
|
2019
Q3 | $12.1M | Buy |
111,806
+5,503
| +5% | +$594K | 1.58% | 8 |
|
|
2019
Q2 | $11.4M | Buy |
106,303
+3,760
| +4% | +$400K | 1.45% | 8 |
|
|
2019
Q1 | $10.9M | Sell |
102,543
-87,049
| -46% | -$9.16M | 1.27% | 7 |
|
|
2018
Q4 | $19.8M | Buy |
189,592
+28,887
| +18% | +$2.97M | 2.56% | 6 |
|
|
2018
Q3 | $16.6M | Buy |
160,705
+17,152
| +12% | +$1.78M | 1.91% | 6 |
|
|
2018
Q2 | $15M | Buy |
143,553
+14,734
| +11% | +$1.53M | 1.88% | 6 |
|
|
2018
Q1 | $13.5M | Buy |
128,819
+5,755
| +5% | +$603K | 1.78% | 6 |
|
|
2017
Q4 | $13.1M | Buy |
123,064
+207
| +0.2% | +$22.1K | 1.76% | 5 |
|
|
2017
Q3 | $13.2M | Buy |
122,857
+4,317
| +4% | +$462K | 1.33% | 8 |
|
|
2017
Q2 | $12.7M | Buy |
118,540
+601
| +0.5% | +$64.3K | 1.38% | 9 |
|
|
2017
Q1 | $12.6M | Buy |
117,939
+661
| +0.6% | +$70.2K | 1.45% | 7 |
|
|
2016
Q4 | $12.5M | Buy |
117,278
+225
| +0.2% | +$24.3K | 1.68% | 6 |
|
|
2016
Q3 | $12.9M | Buy |
117,053
+2,425
| +2% | +$267K | 1.45% | 7 |
|
|
2016
Q2 | $12.6M | Buy |
114,628
+4,811
| +4% | +$526K | 1.44% | 7 |
|
|
2016
Q1 | $12M | Sell |
109,817
-1,712
| -2% | -$187K | 2.67% | 5 |
|
|
2015
Q4 | $12M | Sell |
111,529
-14,985
| -12% | -$1.63M | 3.03% | 6 |
|
|
2015
Q3 | $13.9M | Buy |
126,514
+873
| +0.7% | +$95.2K | 3.76% | 4 |
|
|
2015
Q2 | $13.6M | Sell |
125,641
-3,559
| -3% | -$390K | 3.6% | 4 |
|
|
2015
Q1 | $14.3M | Buy |
129,200
+9,952
| +8% | +$1.09M | 4.21% | 3 |
|
|
2014
Q4 | $13M | Buy |
119,248
+3,820
| +3% | +$417K | 4.9% | 2 |
|
|
2014
Q3 | $12.5M | Buy |
115,428
+497
| +0.4% | +$53.6K | 5.12% | 2 |
|
|
2014
Q2 | $12.4M | Buy |
114,931
+17,963
| +19% | +$1.93M | 5.67% | 2 |
|
|
2014
Q1 | $10.3M | Buy |
96,968
+3,181
| +3% | +$337K | 6.31% | 2 |
|
|
2013
Q4 | $9.81M | Buy |
+93,787
| New | +$9.9M | 7.63% | 2 |
|
Other funds holding MBB
TWIM
TCIIS
Checchi Capital Advisers's MBB Position: Q2 2026 in Review
Checchi Capital Advisers reduced its iShares MBS ETF (MBB) stake by 0.29% in Q2 2026, selling an estimated $39.9K and leaving 147,438 shares worth $13.9M. The position accounts for 0.63% of the portfolio, ranked #35.
Checchi Capital Advisers first reported a position in MBB in Q4 2013 and has held it in 51 quarters since. The position peaked at $32.9M in Q1 2025. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.
- Checchi Capital Advisers held 147,438 shares of iShares MBS ETF worth $13.9M as of Q2 2026.
- Checchi Capital Advisers sold 422 iShares MBS ETF shares in Q2 2026, an estimated $39.9K.
- iShares MBS ETF made up 0.63% of Checchi Capital Advisers's portfolio in Q2 2026, its #35 holding.
- Checchi Capital Advisers first reported a position in iShares MBS ETF in Q4 2013 and has held it in 51 quarters since.
- Checchi Capital Advisers's iShares MBS ETF position peaked at $32.9M in Q1 2025.
- 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.
Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.