HIM
MBB icon

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

Hillsdale 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
Q1 		$326K Buy
3,430
+1,000
+41% +$95.5K 0.01% 487
2025
Q4 		$231K Buy
2,430
+490
+25% +$46.7K 0.01% 490
2025
Q3 		$185K Sell
1,940
-1,430
-42% -$134K 0.01% 487
2025
Q2 		$316K Buy
3,370
+820
+32% +$76K 0.01% 423
2025
Q1 		$239K Buy
+2,550
New +$236K 0.01% 414

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 $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 $666B AUM 30.12% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B 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 $29.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Hillsdale Investment Management's MBB Position: Q1 2026 in Review

Hillsdale Investment Management increased its iShares MBS ETF (MBB) stake by 41% in Q1 2026, buying an estimated $95.5K and bringing the position to 3,430 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #487.

Hillsdale Investment Management first reported a position in MBB in Q1 2025 and has held it in 5 quarters since. 1,024 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Hillsdale Investment Management held 3,430 shares of iShares MBS ETF worth $326K as of Q1 2026.
  • Hillsdale Investment Management bought 1,000 iShares MBS ETF shares in Q1 2026, an estimated $95.5K.
  • iShares MBS ETF made up 0.01% of Hillsdale Investment Management's portfolio in Q1 2026, its #487 holding.
  • Hillsdale Investment Management first reported a position in iShares MBS ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,024 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.