J.M. Arbour’s iShares MBS ETF MBB Stock Holding History

J.M. Arbour’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 Q3	–	Sell	-23,419	Closed	-$2.21M	–	138
2026 Q2	$2.21M	Buy	23,419 +2,078	+10%	+$197K	1.91%	7
2026 Q1	$2.03M	Buy	21,341 +1,150	+6%	+$110K	1.95%	10
2025 Q4	$1.92M	Buy	+20,191	New	+$1.93M	1.92%	12

Other funds holding MBB

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

J.M. Arbour's MBB Position: Q3 2026 in Review

J.M. Arbour sold out of iShares MBS ETF (MBB) in Q3 2026, closing a stake of 23,419 shares — an estimated $2.21M sold.

J.M. Arbour first reported a position in MBB in Q4 2025 and held it in 3 quarters. The position peaked at $2.21M in Q2 2026. 820 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

J.M. Arbour reported no remaining iShares MBS ETF position as of Q3 2026 after selling out during the quarter.
J.M. Arbour sold 23,419 iShares MBS ETF shares in Q3 2026, an estimated $2.21M.
J.M. Arbour first reported a position in iShares MBS ETF in Q4 2025 and held it in 3 quarters.
J.M. Arbour's iShares MBS ETF position peaked at $2.21M in Q2 2026.
820 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on J.M. Arbour's 13F filing for Q3 2026, filed 5 Nov 2026.