Constellation Investments’s iShares MBS ETF MBB Stock Holding History

Constellation Investments’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	$46.9M	Hold	495,924	–	–	1.47%	10
2026 Q1	$47.1M	Hold	495,924	–	–	1.56%	10
2025 Q4	$47.2M	Hold	495,924	–	–	1.46%	10
2025 Q3	$47.2M	Sell	495,924 -52,076	-10%	-$4.89M	2.2%	9
2025 Q2	$51.5M	Hold	548,000	–	–	2.38%	9
2025 Q1	$51.4M	Hold	548,000	–	–	2.44%	8
2024 Q4	$50.2M	Buy	+548,000	New	+$51M	2.29%	10

Other funds holding MBB

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Constellation Investments's MBB Position: Q2 2026 in Review

Constellation Investments held its iShares MBS ETF (MBB) position steady in Q2 2026 at 495,924 shares worth $46.9M. The position accounts for 1.47% of the portfolio, ranked #10.

Constellation Investments first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $51.5M in Q2 2025. 273 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Constellation Investments held 495,924 shares of iShares MBS ETF worth $46.9M as of Q2 2026.
Constellation Investments left its iShares MBS ETF share count unchanged in Q2 2026.
iShares MBS ETF made up 1.47% of Constellation Investments's portfolio in Q2 2026, its #10 holding.
Constellation Investments first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
Constellation Investments's iShares MBS ETF position peaked at $51.5M in Q2 2025.
273 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Constellation Investments's 13F filing for Q2 2026, filed 17 Jul 2026.