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FWG Investments’s iShares MBS ETF MBB Stock Holding History

FWG Investments’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 		$318K Buy
3,351
+629
+23% +$60.1K 0.2% 96
2025
Q4 		$259K Sell
2,722
-136
-5% -$13K 0.17% 99
2025
Q3 		$272K Buy
2,858
+109
+4% +$10.2K 0.19% 93
2025
Q2 		$258K Buy
+2,749
New +$255K 0.2% 87
2025
Q1 		– Sell
-4,904
Closed -$450K – 89
2024
Q4 		$450K Buy
4,904
+1,764
+56% +$164K 0.35% 76
2024
Q3 		$301K Buy
3,140
+525
+20% +$49.6K 0.26% 88
2024
Q2 		$240K Buy
2,615
+138
+6% +$12.6K 0.24% 95
2024
Q1 		$229K Buy
2,477
+21
+0.9% +$1.94K 0.25% 99
2023
Q4 		$231K Buy
+2,456
New +$220K 0.29% 86

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

FWG Investments's MBB Position: Q1 2026 in Review

FWG Investments increased its iShares MBS ETF (MBB) stake by 23% in Q1 2026, buying an estimated $60.1K and bringing the position to 3,351 shares worth $318K. The position accounts for 0.2% of the portfolio, ranked #96.

FWG Investments first reported a position in MBB in Q4 2023 and has held it in 9 quarters since. The position peaked at $450K in Q4 2024. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • FWG Investments held 3,351 shares of iShares MBS ETF worth $318K as of Q1 2026.
  • FWG Investments bought 629 iShares MBS ETF shares in Q1 2026, an estimated $60.1K.
  • iShares MBS ETF made up 0.2% of FWG Investments's portfolio in Q1 2026, its #96 holding.
  • FWG Investments first reported a position in iShares MBS ETF in Q4 2023 and has held it in 9 quarters since.
  • FWG Investments's iShares MBS ETF position peaked at $450K in Q4 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.