Israel Englander’s iShares MBS ETF MBB Stock Holding History

Israel Englander’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 Q1	–	Sell	-8,315	Closed	-$792K	–	6091
2025 Q4	$792K	Buy	8,315 +4,086	+97%	+$390K	﹤0.01%	4648
2025 Q3	$402K	Buy	+4,229	New	+$397K	﹤0.01%	5207
2024 Q3	–	Sell	-6,853	Closed	-$629K	–	6325
2024 Q2	$629K	Buy	+6,853	New	+$624K	﹤0.01%	4449
2024 Q1	–	Sell	-243,748	Closed	-$22.9M	–	6456
2023 Q4	$22.9M	Buy	+243,748	New	+$21.9M	0.01%	1433
2023 Q3	–	Sell	-17,160	Closed	-$1.6M	–	6373
2023 Q2	$1.6M	Sell	17,160 -3,909	-19%	-$368K	﹤0.01%	3673
2023 Q1	$2M	Buy	+21,069	New	+$1.99M	﹤0.01%	3448
2022 Q4	–	Sell	-43,646	Closed	-$4M	–	6836
2022 Q3	$4M	Buy	43,646 +20,346	+87%	+$1.97M	﹤0.01%	3125
2022 Q2	$2.27M	Buy	23,300 +19,340	+488%	+$1.9M	﹤0.01%	3567
2022 Q1	$403K	Sell	3,960 -28,005	-88%	-$2.92M	﹤0.01%	5292
2021 Q4	$3.43M	Buy	31,965 +28,328	+779%	+$3.05M	﹤0.01%	3262
2021 Q3	$393K	Sell	3,637 -47,939	-93%	-$5.2M	﹤0.01%	5577
2021 Q2	$5.58M	Sell	51,576 -27,269	-35%	-$2.96M	﹤0.01%	2613
2021 Q1	$8.55M	Sell	78,845 -87,291	-53%	-$9.56M	0.01%	1962
2020 Q4	$18.3M	Buy	166,136 +27,069	+19%	+$2.98M	0.01%	1146
2020 Q3	$15.4K	Sell	139,067 -180,523	-56%	-$20M	0.02%	950
2020 Q2	$35.4M	Buy	319,590 +314,875	+6,678%	+$34.9M	0.05%	447
2020 Q1	$521K	Sell	4,715 -88,556	-95%	-$9.64M	﹤0.01%	2856
2019 Q4	$10.1M	Sell	93,271 -61,480	-40%	-$6.64M	0.01%	1369
2019 Q3	$16.8M	Buy	154,751 +141,828	+1,097%	+$15.3M	0.03%	902
2019 Q2	$1.39M	Buy	12,923 +3,903	+43%	+$415K	﹤0.01%	2617
2019 Q1	$959K	Sell	9,020 -12,919	-59%	-$1.36M	﹤0.01%	2892
2018 Q4	$2.3M	Buy	+21,939	New	+$2.26M	﹤0.01%	2117
2017 Q4	–	Sell	-11,674	Closed	-$1.25M	–	3965
2017 Q3	$1.25M	Sell	11,674 -4,730	-29%	-$507K	﹤0.01%	2404
2017 Q2	$1.75M	Buy	+16,404	New	+$1.76M	﹤0.01%	2145
2017 Q1	–	Sell	-19,618	Closed	-$2.09M	–	3700
2016 Q4	$2.09M	Buy	19,618 +12,169	+163%	+$1.32M	﹤0.01%	1855
2016 Q3	$820K	Sell	7,449 -15,423	-67%	-$1.7M	﹤0.01%	2369
2016 Q2	$2.52M	Buy	22,872 +18,826	+465%	+$2.06M	0.01%	1666
2016 Q1	$443K	Sell	4,046 -2,375	-37%	-$259K	﹤0.01%	2580
2015 Q4	$692K	Sell	6,421 -3,579	-36%	-$390K	﹤0.01%	2484
2015 Q3	$1.1M	Buy	+10,000	New	+$1.09M	﹤0.01%	2238
2015 Q2	–	Sell	-13,645	Closed	-$1.51M	–	3617
2015 Q1	$1.51M	Sell	13,645 -257	-2%	-$28.2K	﹤0.01%	2113
2014 Q4	$1.52M	Buy	13,902 +1,363	+11%	+$149K	﹤0.01%	2189
2014 Q3	$1.36M	Buy	+12,539	New	+$1.35M	﹤0.01%	2106

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

Israel Englander's MBB Position: Q1 2026 in Review

Israel Englander sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 8,315 shares — an estimated $792K sold.

Israel Englander first reported a position in MBB in Q3 2014 and held it in 33 quarters. The position peaked at $35.4M in Q2 2020. 1,025 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Israel Englander reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
Israel Englander sold 8,315 iShares MBS ETF shares in Q1 2026, an estimated $792K.
Israel Englander first reported a position in iShares MBS ETF in Q3 2014 and held it in 33 quarters.
Israel Englander's iShares MBS ETF position peaked at $35.4M in Q2 2020.
1,025 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.