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

Invariant 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 		$1.88M Buy
19,976
+699
+4% +$66.1K 1.1% 14
2026
Q1 		$1.83M Buy
19,277
+1,173
+6% +$112K 1.13% 13
2025
Q4 		$1.73M Buy
+18,104
New +$1.73M 1.11% 13

Other funds holding MBB

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
TWIM
TIAA Wealth Investment Management New York $15B AUM
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Invariant Investment Management increased its iShares MBS ETF (MBB) stake by 3.6% in Q2 2026, buying an estimated $66.1K and bringing the position to 19,976 shares worth $1.88M. The position accounts for 1.1% of the portfolio, ranked #14.

Invariant Investment Management first reported a position in MBB in Q4 2025 and has held it in 3 quarters since. 738 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Invariant Investment Management held 19,976 shares of iShares MBS ETF worth $1.88M as of Q2 2026.
  • Invariant Investment Management bought 699 iShares MBS ETF shares in Q2 2026, an estimated $66.1K.
  • iShares MBS ETF made up 1.1% of Invariant Investment Management's portfolio in Q2 2026, its #14 holding.
  • Invariant Investment Management first reported a position in iShares MBS ETF in Q4 2025 and has held it in 3 quarters since.
  • 738 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Invariant Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.