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Hexagon Capital Partners’s iShares MBS ETF MBB Stock Holding History

Hexagon Capital Partners’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 		$4.06M Buy
42,978
+4,643
+12% +$439K 0.57% 20
2026
Q1 		$3.64M Buy
38,335
+4,160
+12% +$397K 0.53% 19
2025
Q4 		$3.25M Buy
34,175
+2,086
+7% +$199K 0.6% 19
2025
Q3 		$3.05M Buy
32,089
+3,332
+12% +$313K 0.61% 18
2025
Q2 		$2.7M Buy
28,757
+2,606
+10% +$241K 0.6% 15
2025
Q1 		$2.45M Buy
26,151
+9,017
+53% +$834K 0.46% 16
2024
Q4 		$1.57M Buy
17,134
+2,015
+13% +$188K 0.29% 24
2024
Q3 		$1.45M Buy
15,119
+143
+1% +$13.5K 0.28% 27
2024
Q2 		$1.37M Sell
14,976
-290
-2% -$26.4K 0.3% 26
2024
Q1 		$1.41M Buy
15,266
+4,515
+42% +$418K 0.31% 24
2023
Q4 		$1.01M Buy
10,751
+5,326
+98% +$478K 0.24% 37
2023
Q3 		$482K Buy
5,425
+2,481
+84% +$227K 0.13% 79
2023
Q2 		$275K Buy
2,944
+279
+10% +$26.2K 0.07% 129
2023
Q1 		$252K Sell
2,665
-34
-1% -$3.21K 0.07% 129
2022
Q4 		$250K Sell
2,699
-1,042
-28% -$96.1K 0.07% 133
2022
Q3 		$343K Buy
3,741
+1,236
+49% +$120K 0.1% 109
2022
Q2 		$244K Buy
2,505
+474
+23% +$46.5K 0.07% 152
2022
Q1 		$207K Sell
2,031
-73
-3% -$7.62K 0.05% 178
2021
Q4 		$226K Buy
2,104
+47
+2% +$5.06K 0.06% 170
2021
Q3 		$222K Buy
2,057
+437
+27% +$47.4K 0.06% 149
2021
Q2 		$175K Buy
1,620
+50
+3% +$5.42K 0.05% 167
2021
Q1 		$170K Buy
1,570
+18
+1% +$1.97K 0.05% 149
2020
Q4 		$170K Sell
1,552
-45
-3% -$4.96K 0.05% 133
2020
Q3 		$175K Buy
+1,597
New +$177K 0.06% 121

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

Hexagon Capital Partners's MBB Position: Q2 2026 in Review

Hexagon Capital Partners increased its iShares MBS ETF (MBB) stake by 12% in Q2 2026, buying an estimated $439K and bringing the position to 42,978 shares worth $4.06M. The position accounts for 0.57% of the portfolio, ranked #20.

Hexagon Capital Partners first reported a position in MBB in Q3 2020 and has held it in 24 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Hexagon Capital Partners held 42,978 shares of iShares MBS ETF worth $4.06M as of Q2 2026.
  • Hexagon Capital Partners bought 4,643 iShares MBS ETF shares in Q2 2026, an estimated $439K.
  • iShares MBS ETF made up 0.57% of Hexagon Capital Partners's portfolio in Q2 2026, its #20 holding.
  • Hexagon Capital Partners first reported a position in iShares MBS ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Hexagon Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.