IDBONY
MBB icon

Israel Discount Bank of New York’s iShares MBS ETF MBB Stock Holding History

Israel Discount Bank of New York’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
2025
Q4 		– Sell
-4,968
Closed -$473K – 43
2025
Q3 		$473K Sell
4,968
-1,737
-26% -$163K 1.4% 24
2025
Q2 		$630K Buy
6,705
+105
+2% +$9.73K 2.39% 14
2025
Q1 		$619K Sell
6,600
-2,725
-29% -$252K 0.48% 17
2024
Q4 		$855K Sell
9,325
-761
-8% -$70.9K 0.62% 17
2024
Q3 		$966K Sell
10,086
-6,872
-41% -$650K 1.44% 14
2024
Q2 		$1.56M Sell
16,958
-7,029
-29% -$640K 2.48% 10
2024
Q1 		$2.22M Sell
23,987
-9,254
-28% -$856K 2.76% 9
2023
Q4 		$3.13M Sell
33,241
-2,048
-6% -$184K 2.45% 9
2023
Q3 		$3.13M Buy
35,289
+10
+0% +$914 2.6% 10
2023
Q2 		$3.29M Sell
35,279
-103
-0.3% -$9.69K 2.62% 10
2023
Q1 		$3.35M Buy
35,382
+6,837
+24% +$646K 2.52% 9
2022
Q4 		$2.65M Buy
28,545
+3,366
+13% +$310K 2.24% 12
2022
Q3 		$2.31M Buy
25,179
+1,185
+5% +$115K 1.9% 14
2022
Q2 		$2.34M Sell
23,994
-72
-0.3% -$7.06K 1.78% 15
2022
Q1 		$2.45M Buy
24,066
+12,620
+110% +$1.32M 1.61% 17
2021
Q4 		$1.23M Buy
11,446
+4,589
+67% +$494K 0.76% 26
2021
Q3 		$742K Buy
+6,857
New +$744K 0.5% 46

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

Israel Discount Bank of New York's MBB Position: Q4 2025 in Review

Israel Discount Bank of New York sold out of iShares MBS ETF (MBB) in Q4 2025, closing a stake of 4,968 shares — an estimated $473K sold.

Israel Discount Bank of New York first reported a position in MBB in Q3 2021 and held it in 17 quarters. The position peaked at $3.35M in Q1 2023. 1,022 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

  • Israel Discount Bank of New York reported no remaining iShares MBS ETF position as of Q4 2025 after selling out during the quarter.
  • Israel Discount Bank of New York sold 4,968 iShares MBS ETF shares in Q4 2025, an estimated $473K.
  • Israel Discount Bank of New York first reported a position in iShares MBS ETF in Q3 2021 and held it in 17 quarters.
  • Israel Discount Bank of New York's iShares MBS ETF position peaked at $3.35M in Q1 2023.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on Israel Discount Bank of New York's 13F filing for Q4 2025, filed 28 Jan 2026.