CI Investments Inc
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CI Investments Inc’s iShares MBS ETF MBB Stock Holding History

CI Investments Inc’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 		$4.49M Sell
47,247
-12,210
-21% -$1.17M 0.02% 315
2025
Q4 		$5.66M Hold
59,457
– – 0.02% 282
2025
Q3 		$5.66M Sell
59,457
-35,600
-37% -$3.34M 0.02% 287
2025
Q2 		$8.93M Hold
95,057
– – 0.03% 234
2025
Q1 		$8.91M Sell
95,057
-1,400
-1% -$129K 0.04% 228
2024
Q4 		$8.84M Buy
96,457
+1,500
+2% +$140K 0.03% 245
2024
Q3 		$9.1M Sell
94,957
-8,900
-9% -$841K 0.03% 250
2024
Q2 		$9.54M Hold
103,857
– – 0.04% 216
2024
Q1 		$9.6M Sell
103,857
-12,350
-11% -$1.14M 0.04% 229
2023
Q4 		$10.9M Sell
116,207
-103,176
-47% -$9.25M 0.06% 207
2023
Q3 		$19.5M Hold
219,383
– – 0.11% 162
2023
Q2 		$20.5M Hold
219,383
– – 0.1% 164
2023
Q1 		$20.8M Hold
219,383
– – 0.1% 169
2022
Q4 		$20.3M Hold
219,383
– – 0.1% 160
2022
Q3 		$20.1M Hold
219,383
– – 0.1% 166
2022
Q2 		$21.4M Hold
219,383
– – 0.1% 173
2022
Q1 		$22.3M Buy
219,383
+186,000
+557% +$19.4M 0.08% 196
2021
Q4 		$2.83M Hold
33,383
– – 0.01% 367
2021
Q3 		$3.61M Hold
33,383
– – 0.01% 371
2021
Q2 		$3.61M Hold
33,383
– – 0.01% 377
2021
Q1 		$3.62M Sell
33,383
-20,917
-39% -$2.29M 0.02% 324
2020
Q4 		$5.98M Hold
54,300
– – 0.03% 293
2020
Q3 		$6M Buy
+54,300
New +$6M 0.03% 260

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 $445B AUM 25.58% 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

CI Investments Inc's MBB Position: Q1 2026 in Review

CI Investments Inc reduced its iShares MBS ETF (MBB) stake by 21% in Q1 2026, selling an estimated $1.17M and leaving 47,247 shares worth $4.49M. The position accounts for 0.02% of the portfolio, ranked #315.

CI Investments Inc first reported a position in MBB in Q3 2020 and has held it in 23 quarters since. The position peaked at $22.3M in Q1 2022. 1,023 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • CI Investments Inc held 47,247 shares of iShares MBS ETF worth $4.49M as of Q1 2026.
  • CI Investments Inc sold 12,210 iShares MBS ETF shares in Q1 2026, an estimated $1.17M.
  • iShares MBS ETF made up 0.02% of CI Investments Inc's portfolio in Q1 2026, its #315 holding.
  • CI Investments Inc first reported a position in iShares MBS ETF in Q3 2020 and has held it in 23 quarters since.
  • CI Investments Inc's iShares MBS ETF position peaked at $22.3M in Q1 2022.
  • 1,023 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.