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Horizon Investments’s iShares MBS ETF MBB Stock Holding History

Horizon 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
Q2 		$237K Sell
2,526
-7,412
-75% -$701K ﹤0.01% 980
2026
Q1 		$937K Buy
9,938
+6,369
+178% +$608K 0.01% 667
2025
Q4 		$340K Sell
3,569
-598
-14% -$57K ﹤0.01% 887
2025
Q3 		$394K Buy
4,167
+1,625
+64% +$153K 0.01% 865
2025
Q2 		$237K Sell
2,542
-348
-12% -$32.2K ﹤0.01% 879
2025
Q1 		$269K Buy
2,890
+1,133
+64% +$105K 0.01% 490
2024
Q4 		$160K Sell
1,757
-1,439
-45% -$134K ﹤0.01% 570
2024
Q3 		$304K Buy
3,196
+251
+9% +$23.7K 0.01% 452
2024
Q2 		$269K Sell
2,945
-77,737
-96% -$7.08M 0.01% 477
2024
Q1 		$7.41M Sell
80,682
-178,378
-69% -$16.5M 0.19% 64
2023
Q4 		$24.3M Sell
259,060
-106,940
-29% -$9.59M 0.68% 21
2023
Q3 		$32.3M Sell
366,000
-83,903
-19% -$7.67M 0.98% 18
2023
Q2 		$41.7M Sell
449,903
-117,888
-21% -$11.1M 1.2% 16
2023
Q1 		$53.5M Sell
567,791
-340,954
-38% -$32.2M 1.58% 15
2022
Q4 		$84.1M Buy
908,745
+624,119
+219% +$57.6M 2.37% 8
2022
Q3 		$26M Buy
284,626
+63,350
+29% +$6.14M 0.8% 27
2022
Q2 		$21.5M Buy
+221,276
New +$21.7M 0.68% 27
2015
Q4 		– Sell
-360,590
Closed -$39.5M – 103
2015
Q3 		$39.5M Buy
+360,590
New +$39.3M 3.65% 10

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

Horizon Investments's MBB Position: Q2 2026 in Review

Horizon Investments reduced its iShares MBS ETF (MBB) stake by 75% in Q2 2026, selling an estimated $701K and leaving 2,526 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Horizon Investments first reported a position in MBB in Q3 2015 and has held it in 18 quarters since. The position peaked at $84.1M in Q4 2022. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Horizon Investments held 2,526 shares of iShares MBS ETF worth $237K as of Q2 2026.
  • Horizon Investments sold 7,412 iShares MBS ETF shares in Q2 2026, an estimated $701K.
  • iShares MBS ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #980 holding.
  • Horizon Investments first reported a position in iShares MBS ETF in Q3 2015 and has held it in 18 quarters since.
  • Horizon Investments's iShares MBS ETF position peaked at $84.1M in Q4 2022.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.