First Citizens Asset Management
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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
Q3 		$559K Buy
6,238
+1,436
+30% +$133K 0.18% 21
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

First Citizens Asset Management's MBB Position: Q3 2026 in Review

First Citizens Asset Management increased its iShares MBS ETF (MBB) stake by 30% in Q3 2026, buying an estimated $133K and bringing the position to 6,238 shares worth $559K. The position accounts for 0.18% of the portfolio, ranked #21.

First Citizens Asset Management first reported a position in MBB in Q3 2022 and has held it in 17 quarters since. 540 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • First Citizens Asset Management held 6,238 shares of iShares MBS ETF worth $559K as of Q3 2026.
  • First Citizens Asset Management bought 1,436 iShares MBS ETF shares in Q3 2026, an estimated $133K.
  • iShares MBS ETF made up 0.18% of First Citizens Asset Management's portfolio in Q3 2026, its #21 holding.
  • First Citizens Asset Management first reported a position in iShares MBS ETF in Q3 2022 and has held it in 17 quarters since.
  • 540 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on First Citizens Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.