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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return