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First Citizens Bank & Trust’s iShares MBS ETF MBB Stock Holding History

First Citizens Bank & Trust’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 		$5.05M Buy
53,441
+144
+0.3% +$13.6K 0.08% 129
2026
Q1 		$5.06M Buy
53,297
+28,034
+111% +$2.68M 0.11% 111
2025
Q4 		$2.41M Buy
25,263
+3,244
+15% +$309K 0.05% 175
2025
Q3 		$2.1M Buy
22,019
+8,021
+57% +$754K 0.05% 186
2025
Q2 		$1.31M Buy
13,998
+93
+0.7% +$8.62K 0.02% 241
2025
Q1 		$1.3M Buy
13,905
+1,475
+12% +$136K 0.03% 216
2024
Q4 		$1.14M Buy
12,430
+3,665
+42% +$341K 0.02% 226
2024
Q3 		$840K Buy
8,765
+1,432
+20% +$135K 0.02% 259
2024
Q2 		$673K Buy
7,333
+17
+0.2% +$1.55K 0.01% 284
2024
Q1 		$676K Buy
7,316
+2,686
+58% +$248K 0.01% 280
2023
Q4 		$436K Sell
4,630
-1,586
-26% -$142K 0.01% 264
2023
Q3 		$552K Sell
6,216
-85
-1% -$7.77K 0.01% 229
2023
Q2 		$588K Buy
6,301
+1,959
+45% +$184K 0.01% 236
2023
Q1 		$411K Buy
4,342
+1,229
+39% +$116K 0.01% 246
2022
Q4 		$289K Buy
3,113
+87
+3% +$8.03K 0.01% 273
2022
Q3 		$277K Sell
3,026
-1,700
-36% -$165K 0.01% 264
2022
Q2 		$461K Sell
4,726
-2,490
-35% -$244K 0.02% 225
2022
Q1 		$735K Buy
7,216
+2,462
+52% +$257K 0.03% 191
2021
Q4 		$511K Buy
4,754
+1,380
+41% +$149K 0.02% 223
2021
Q3 		$365K Buy
+3,374
New +$366K 0.02% 249

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 22.96% 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

First Citizens Bank & Trust's MBB Position: Q2 2026 in Review

First Citizens Bank & Trust increased its iShares MBS ETF (MBB) stake by 0.27% in Q2 2026, buying an estimated $13.6K and bringing the position to 53,441 shares worth $5.05M. The position accounts for 0.08% of the portfolio, ranked #129.

First Citizens Bank & Trust first reported a position in MBB in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.06M in Q1 2026. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • First Citizens Bank & Trust held 53,441 shares of iShares MBS ETF worth $5.05M as of Q2 2026.
  • First Citizens Bank & Trust bought 144 iShares MBS ETF shares in Q2 2026, an estimated $13.6K.
  • iShares MBS ETF made up 0.08% of First Citizens Bank & Trust's portfolio in Q2 2026, its #129 holding.
  • First Citizens Bank & Trust first reported a position in iShares MBS ETF in Q3 2021 and has held it in 20 quarters since.
  • First Citizens Bank & Trust's iShares MBS ETF position peaked at $5.06M in Q1 2026.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.