Investors Research Corp’s iShares MBS ETF MBB Stock Holding History

Investors Research Corp’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	–	Sell	-23	Closed	-$2.18K	–	855
2026 Q1	$2.18K	Hold	23	–	–	﹤0.01%	689
2025 Q4	$2.19K	Sell	23 -59	-72%	-$5.63K	﹤0.01%	751
2025 Q3	$7.8K	Buy	82 +59	+257%	+$5.54K	﹤0.01%	667
2025 Q2	$2.16K	Hold	23	–	–	﹤0.01%	834
2025 Q1	$2.16K	Hold	23	–	–	﹤0.01%	858
2024 Q4	$2.11K	Hold	23	–	–	﹤0.01%	849
2024 Q3	$2.2K	Hold	23	–	–	﹤0.01%	878
2024 Q2	$2.11K	Hold	23	–	–	﹤0.01%	935
2024 Q1	$2.13K	Hold	23	–	–	﹤0.01%	907
2023 Q4	$2.16K	Sell	23 -216	-90%	-$19.4K	﹤0.01%	934
2023 Q3	$21.2K	Sell	239 -21	-8%	-$1.92K	0.01%	632
2023 Q2	$24.2K	Sell	260 -292	-53%	-$27.5K	0.01%	615
2023 Q1	$52.3K	Hold	552	–	–	0.01%	520
2022 Q4	$51.2K	Hold	552	–	–	0.01%	514
2022 Q3	$51K	Hold	552	–	–	0.02%	492
2022 Q2	$54K	Hold	552	–	–	0.02%	494
2022 Q1	$56K	Hold	552	–	–	0.02%	502
2021 Q4	$59K	Hold	552	–	–	0.02%	497
2021 Q3	$60K	Hold	552	–	–	0.02%	492
2021 Q2	$60K	Buy	552 +76	+16%	+$8.24K	0.02%	495
2021 Q1	$52K	Buy	476 +111	+30%	+$12.2K	0.02%	504
2020 Q4	$40K	Buy	365 +128	+54%	+$14.1K	0.02%	580
2020 Q3	$26K	Buy	237 +216	+1,029%	+$23.9K	0.01%	622
2020 Q2	$2K	Hold	21	–	–	﹤0.01%	1012
2020 Q1	$2K	Hold	21	–	–	﹤0.01%	1021
2019 Q4	$2K	Hold	21	–	–	﹤0.01%	1033
2019 Q3	$2K	Hold	21	–	–	﹤0.01%	1035
2019 Q2	$2K	Buy	+21	New	+$2.23K	﹤0.01%	977

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Investors Research Corp's MBB Position: Q2 2026 in Review

Investors Research Corp sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 23 shares — an estimated $2.18K sold.

Investors Research Corp first reported a position in MBB in Q2 2019 and held it in 28 quarters. The position peaked at $60K in Q3 2021. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Investors Research Corp reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
Investors Research Corp sold 23 iShares MBS ETF shares in Q2 2026, an estimated $2.18K.
Investors Research Corp first reported a position in iShares MBS ETF in Q2 2019 and held it in 28 quarters.
Investors Research Corp's iShares MBS ETF position peaked at $60K in Q3 2021.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.