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Harbour Investments’s iShares MBS ETF MBB Stock Holding History

Harbour 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 		$8.4M Buy
88,518
+7,594
+9% +$726K 0.13% 146
2025
Q4 		$7.71M Sell
80,924
-934
-1% -$89.1K 0.16% 122
2025
Q3 		$7.79M Sell
81,858
-9,277
-10% -$872K 0.18% 101
2025
Q2 		$8.56M Buy
91,135
+1,518
+2% +$141K 0.22% 86
2025
Q1 		$8.4M Buy
89,617
+3,989
+5% +$369K 0.24% 80
2024
Q4 		$7.85M Buy
85,628
+3,211
+4% +$299K 0.23% 77
2024
Q3 		$7.9M Buy
82,417
+35,522
+76% +$3.36M 0.24% 75
2024
Q2 		$4.31M Buy
46,895
+17,044
+57% +$1.55M 0.15% 118
2024
Q1 		$2.76M Sell
29,851
-806
-3% -$74.6K 0.1% 188
2023
Q4 		$2.88M Sell
30,657
-4,392
-13% -$394K 0.12% 162
2023
Q3 		$3.11M Sell
35,049
-3,415
-9% -$312K 0.16% 132
2023
Q2 		$3.59M Buy
38,464
+6,727
+21% +$633K 0.18% 107
2023
Q1 		$3.01M Buy
31,737
+3,123
+11% +$295K 0.16% 114
2022
Q4 		$2.65M Buy
28,614
+14,388
+101% +$1.33M 0.16% 122
2022
Q3 		$1.39M Hold
14,226
– – 0.09% 209
2022
Q2 		$1.39M Buy
+14,226
New +$1.4M 0.09% 209
2021
Q4 		$1.46M Sell
13,628
-12,030
-47% -$1.3M 0.09% 224
2021
Q3 		$2.77M Buy
25,658
+8,406
+49% +$912K 0.09% 205
2021
Q2 		$1.87M Buy
17,252
+299
+2% +$32.4K 0.06% 298
2021
Q1 		$1.84M Buy
+16,953
New +$1.86M 0.07% 269

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

Harbour Investments's MBB Position: Q1 2026 in Review

Harbour Investments increased its iShares MBS ETF (MBB) stake by 9.4% in Q1 2026, buying an estimated $726K and bringing the position to 88,518 shares worth $8.4M. The position accounts for 0.13% of the portfolio, ranked #146.

Harbour Investments first reported a position in MBB in Q1 2021 and has held it in 20 quarters since. The position peaked at $8.56M in Q2 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Harbour Investments held 88,518 shares of iShares MBS ETF worth $8.4M as of Q1 2026.
  • Harbour Investments bought 7,594 iShares MBS ETF shares in Q1 2026, an estimated $726K.
  • iShares MBS ETF made up 0.13% of Harbour Investments's portfolio in Q1 2026, its #146 holding.
  • Harbour Investments first reported a position in iShares MBS ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's iShares MBS ETF position peaked at $8.56M in Q2 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.