FIM
MBB icon

FWL Investment Management’s iShares MBS ETF MBB Stock Holding History

FWL Investment 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 		$1.8K Buy
19
+8
+73% +$757 ﹤0.01% 423
2026
Q1 		$1.04K Hold
11
– – ﹤0.01% 332
2025
Q4 		$1.05K Hold
11
– – ﹤0.01% 349
2025
Q3 		$1.05K Sell
11
-1,035
-99% -$97.2K ﹤0.01% 321
2025
Q2 		$98.2K Buy
1,046
+1,035
+9,409% +$95.9K 0.03% 118
2025
Q1 		$1.03K Buy
+11
New +$1.02K ﹤0.01% 283

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

FWL Investment Management's MBB Position: Q2 2026 in Review

FWL Investment Management increased its iShares MBS ETF (MBB) stake by 73% in Q2 2026, buying an estimated $757 and bringing the position to 19 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

FWL Investment Management first reported a position in MBB in Q1 2025 and has held it in 6 quarters since. The position peaked at $98.2K in Q2 2025. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • FWL Investment Management held 19 shares of iShares MBS ETF worth $1.8K as of Q2 2026.
  • FWL Investment Management bought 8 iShares MBS ETF shares in Q2 2026, an estimated $757.
  • iShares MBS ETF made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #423 holding.
  • FWL Investment Management first reported a position in iShares MBS ETF in Q1 2025 and has held it in 6 quarters since.
  • FWL Investment Management's iShares MBS ETF position peaked at $98.2K in Q2 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.