First Citizens Asset Management’s iShares MBS ETF MBB Stock Holding History

First Citizens Asset Management’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	$454K	Buy	4,802 +257	+6%	+$24.3K	0.15%	23
2026 Q1	$432K	Buy	4,545 +284	+7%	+$27.1K	0.15%	22
2025 Q4	$406K	Buy	4,261 +525	+14%	+$50.1K	0.14%	25
2025 Q3	$355K	Buy	3,736 +818	+28%	+$76.8K	0.13%	25
2025 Q2	$274K	Sell	2,918 -16	-0.5%	-$1.48K	0.1%	25
2025 Q1	$275K	Sell	2,934 -98	-3%	-$9.06K	0.11%	24
2024 Q4	$278K	Sell	3,032 -237	-7%	-$22.1K	0.1%	23
2024 Q3	$313K	Buy	3,269 +12	+0.4%	+$1.13K	0.11%	27
2024 Q2	$299K	Sell	3,257 -55	-2%	-$5.01K	0.11%	29
2024 Q1	$306K	Sell	3,312 -278	-8%	-$25.7K	0.12%	28
2023 Q4	$338K	Sell	3,590 -811	-18%	-$72.7K	0.14%	30
2023 Q3	$391K	Sell	4,401 -65	-1%	-$5.94K	0.17%	30
2023 Q2	$417K	Sell	4,466 -4	-0.1%	-$376	0.17%	30
2023 Q1	$423K	Sell	4,470 -410	-8%	-$38.7K	0.18%	30
2022 Q4	$453K	Sell	4,880 -391	-7%	-$36.1K	0.25%	24
2022 Q3	$483K	Buy	+5,271	New	+$511K	0.31%	20

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

First Citizens Asset Management's MBB Position: Q2 2026 in Review

First Citizens Asset Management increased its iShares MBS ETF (MBB) stake by 5.7% in Q2 2026, buying an estimated $24.3K and bringing the position to 4,802 shares worth $454K. The position accounts for 0.15% of the portfolio, ranked #23.

First Citizens Asset Management first reported a position in MBB in Q3 2022 and has held it in 16 quarters since. The position peaked at $483K in Q3 2022. 272 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

First Citizens Asset Management held 4,802 shares of iShares MBS ETF worth $454K as of Q2 2026.
First Citizens Asset Management bought 257 iShares MBS ETF shares in Q2 2026, an estimated $24.3K.
iShares MBS ETF made up 0.15% of First Citizens Asset Management's portfolio in Q2 2026, its #23 holding.
First Citizens Asset Management first reported a position in iShares MBS ETF in Q3 2022 and has held it in 16 quarters since.
First Citizens Asset Management's iShares MBS ETF position peaked at $483K in Q3 2022.
272 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on First Citizens Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.