Covestor
MBB icon

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
Q3 		$44K Buy
494
+5
+1% +$464 0.03% 801
2026
Q2 		$46K Buy
489
+47
+11% +$4.44K 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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Covestor's MBB Position: Q3 2026 in Review

Covestor increased its iShares MBS ETF (MBB) stake by 1% in Q3 2026, buying an estimated $464 and bringing the position to 494 shares worth $44K. The position accounts for 0.03% of the portfolio, ranked #801.

Covestor first reported a position in MBB in Q3 2024 and has held it in 7 quarters since. The position peaked at $46K in Q2 2026. 820 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Covestor held 494 shares of iShares MBS ETF worth $44K as of Q3 2026.
  • Covestor bought 5 iShares MBS ETF shares in Q3 2026, an estimated $464.
  • iShares MBS ETF made up 0.03% of Covestor's portfolio in Q3 2026, its #801 holding.
  • Covestor first reported a position in iShares MBS ETF in Q3 2024 and has held it in 7 quarters since.
  • Covestor's iShares MBS ETF position peaked at $46K in Q2 2026.
  • 820 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.