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Eagle Global Advisors’s iShares MBS ETF MBB Stock Holding History

Eagle Global Advisors’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 		$315K Buy
3,337
+594
+22% +$56.2K 0.01% 235
2026
Q1 		$260K Hold
2,743
– – 0.01% 252
2025
Q4 		$261K Sell
2,743
-599
-18% -$57.1K 0.01% 254
2025
Q3 		$318K Sell
3,342
-320
-9% -$30.1K 0.01% 245
2025
Q2 		$344K Buy
3,662
+70
+2% +$6.49K 0.01% 221
2025
Q1 		$337K Sell
3,592
-120
-3% -$11.1K 0.01% 225
2024
Q4 		$340K Buy
3,712
+360
+11% +$33.5K 0.01% 223
2024
Q3 		$321K Hold
3,352
– – 0.02% 214
2024
Q2 		$308K Buy
3,352
+700
+26% +$63.8K 0.02% 205
2024
Q1 		$245K Sell
2,652
-80
-3% -$7.4K 0.01% 215
2023
Q4 		$257K Sell
2,732
-210
-7% -$18.8K 0.02% 212
2023
Q3 		$261K Sell
2,942
-14
-0.5% -$1.28K 0.02% 199
2023
Q2 		$276K Buy
+2,956
New +$278K 0.02% 197
2018
Q2 		– Sell
-3,847
Closed -$403K – 245
2018
Q1 		$403K Buy
+3,847
New +$403K 0.01% 185

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

Eagle Global Advisors's MBB Position: Q2 2026 in Review

Eagle Global Advisors increased its iShares MBS ETF (MBB) stake by 22% in Q2 2026, buying an estimated $56.2K and bringing the position to 3,337 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #235.

Eagle Global Advisors first reported a position in MBB in Q1 2018 and has held it in 14 quarters since. The position peaked at $403K in Q1 2018. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Eagle Global Advisors held 3,337 shares of iShares MBS ETF worth $315K as of Q2 2026.
  • Eagle Global Advisors bought 594 iShares MBS ETF shares in Q2 2026, an estimated $56.2K.
  • iShares MBS ETF made up 0.01% of Eagle Global Advisors's portfolio in Q2 2026, its #235 holding.
  • Eagle Global Advisors first reported a position in iShares MBS ETF in Q1 2018 and has held it in 14 quarters since.
  • Eagle Global Advisors's iShares MBS ETF position peaked at $403K in Q1 2018.
  • 1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Eagle Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.