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Covestor’s iShares MBS ETF MBB Stock Holding History

Covestor’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 		$46K Buy
489
+47
+11% +$4.45K 0.03% 829
2026
Q1 		$42K Buy
442
+4
+0.9% +$382 0.03% 805
2025
Q4 		$42K Buy
438
+9
+2% +$858 0.02% 973
2025
Q3 		$41K Buy
429
+33
+8% +$3.1K 0.02% 998
2025
Q2 		$37K Buy
+396
New +$36.7K 0.02% 1019
2024
Q4 		– Sell
-67
Closed -$6K – 2522
2024
Q3 		$6K Buy
+67
New +$6.33K ﹤0.01% 1715

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 22.96% 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 $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

Covestor's MBB Position: Q2 2026 in Review

Covestor increased its iShares MBS ETF (MBB) stake by 11% in Q2 2026, buying an estimated $4.45K and bringing the position to 489 shares worth $46K. The position accounts for 0.03% of the portfolio, ranked #829.

Covestor first reported a position in MBB in Q3 2024 and has held it in 6 quarters since. 1,027 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Covestor held 489 shares of iShares MBS ETF worth $46K as of Q2 2026.
  • Covestor bought 47 iShares MBS ETF shares in Q2 2026, an estimated $4.45K.
  • iShares MBS ETF made up 0.03% of Covestor's portfolio in Q2 2026, its #829 holding.
  • Covestor first reported a position in iShares MBS ETF in Q3 2024 and has held it in 6 quarters since.
  • 1,027 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.