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Citizens Financial Group’s iShares MBS ETF MBB Stock Holding History

Citizens Financial 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
Q2 		$215K Buy
+2,274
New +$215K ﹤0.01% 979
2021
Q1 		– Sell
-1,958
Closed -$216K – 320
2020
Q4 		$216K Buy
+1,958
New +$216K 0.01% 278
2019
Q3 		– Sell
-830
Closed -$89K – 882
2019
Q2 		$89K Buy
+830
New +$88.3K 0.01% 295

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 22.9% 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

Citizens Financial Group's MBB Position: Q2 2026 in Review

Citizens Financial Group opened a new position in iShares MBS ETF (MBB) in Q2 2026: 2,274 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #979 among its holdings. This is a return to the name: Citizens Financial Group previously reported a position in MBB as recently as Q4 2020.

Citizens Financial Group first reported a position in MBB in Q2 2019 and has held it in 3 quarters since. The position peaked at $216K in Q4 2020. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Citizens Financial Group held 2,274 shares of iShares MBS ETF worth $215K as of Q2 2026.
  • iShares MBS ETF was a new Citizens Financial Group position in Q2 2026.
  • iShares MBS ETF made up ﹤0.01% of Citizens Financial Group's portfolio in Q2 2026, its #979 holding.
  • Citizens Financial Group first reported a position in iShares MBS ETF in Q2 2019 and has held it in 3 quarters since.
  • Citizens Financial Group's iShares MBS ETF position peaked at $216K in Q4 2020.
  • 1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.