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Equitable Holdings’s iShares MBS ETF MBB Stock Holding History

Equitable Holdings’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
Q1 		$12.5M Buy
130,819
+13,756
+12% +$1.31M 0.08% 243
2025
Q4 		$11.1M Buy
117,063
+8,739
+8% +$834K 0.08% 221
2025
Q3 		$10.3M Buy
108,324
+9,369
+9% +$880K 0.08% 222
2025
Q2 		$9.29M Buy
98,955
+8,208
+9% +$761K 0.08% 214
2025
Q1 		$8.51M Buy
90,747
+17,968
+25% +$1.66M 0.08% 214
2024
Q4 		$6.67M Buy
72,779
+7,135
+11% +$664K 0.06% 239
2024
Q3 		$6.29M Buy
65,644
+4,363
+7% +$412K 0.06% 238
2024
Q2 		$5.63M Buy
61,281
+3,861
+7% +$352K 0.06% 242
2024
Q1 		$5.31M Buy
57,420
+2,778
+5% +$257K 0.06% 229
2023
Q4 		$5.14M Buy
54,642
+3,882
+8% +$348K 0.06% 220
2023
Q3 		$4.51M Buy
50,760
+4,579
+10% +$419K 0.06% 214
2023
Q2 		$4.31M Buy
46,181
+5,197
+13% +$489K 0.06% 211
2023
Q1 		$3.88M Sell
40,984
-40,131
-49% -$3.79M 0.06% 212
2022
Q4 		$7.52M Buy
81,115
+51,012
+169% +$4.71M 0.13% 117
2022
Q3 		$2.76M Buy
30,103
+3,971
+15% +$385K 0.05% 218
2022
Q2 		$2.55M Sell
26,132
-44,028
-63% -$4.32M 0.05% 228
2022
Q1 		$7.15M Buy
70,160
+3,094
+5% +$323K 0.12% 120
2021
Q4 		$7.21M Buy
67,066
+7,262
+12% +$782K 0.11% 126
2021
Q3 		$6.47M Sell
59,804
-322
-0.5% -$34.9K 0.11% 128
2021
Q2 		$6.51M Sell
60,126
-1,347
-2% -$146K 0.11% 120
2021
Q1 		$6.67M Sell
61,473
-11,069
-15% -$1.21M 0.14% 115
2020
Q4 		$7.99M Buy
72,542
+20,241
+39% +$2.23M 0.18% 94
2020
Q3 		$5.77M Buy
52,301
+9,399
+22% +$1.04M 0.15% 103
2020
Q2 		$4.75M Buy
42,902
+3,540
+9% +$392K 0.14% 107
2020
Q1 		$4.35M Buy
39,362
+19,786
+101% +$2.15M 0.16% 96
2019
Q4 		$2.12M Buy
+19,576
New +$2.11M 0.06% 184

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Equitable Holdings's MBB Position: Q1 2026 in Review

Equitable Holdings increased its iShares MBS ETF (MBB) stake by 12% in Q1 2026, buying an estimated $1.31M and bringing the position to 130,819 shares worth $12.5M. The position accounts for 0.08% of the portfolio, ranked #243.

Equitable Holdings first reported a position in MBB in Q4 2019 and has held it in 26 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Equitable Holdings held 130,819 shares of iShares MBS ETF worth $12.5M as of Q1 2026.
  • Equitable Holdings bought 13,756 iShares MBS ETF shares in Q1 2026, an estimated $1.31M.
  • iShares MBS ETF made up 0.08% of Equitable Holdings's portfolio in Q1 2026, its #243 holding.
  • Equitable Holdings first reported a position in iShares MBS ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.