Joel Greenblatt’s iShares MBS ETF MBB Stock Holding History

Joel Greenblatt’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	$1.34M	Hold	14,226	–	–	﹤0.01%	1272
2026 Q1	$1.35M	Hold	14,226	–	–	﹤0.01%	1222
2025 Q4	$1.35M	Buy	14,226 +2,152	+18%	+$205K	﹤0.01%	1159
2025 Q3	$1.15M	Hold	12,074	–	–	0.01%	1155
2025 Q2	$1.13M	Hold	12,074	–	–	0.01%	1109
2025 Q1	$1.13M	Buy	12,074 +4,292	+55%	+$397K	0.01%	968
2024 Q4	$713K	Buy	+7,782	New	+$725K	0.01%	1021

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

Joel Greenblatt's MBB Position: Q2 2026 in Review

Joel Greenblatt held its iShares MBS ETF (MBB) position steady in Q2 2026 at 14,226 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Joel Greenblatt first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q4 2025. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Joel Greenblatt held 14,226 shares of iShares MBS ETF worth $1.34M as of Q2 2026.
Joel Greenblatt left its iShares MBS ETF share count unchanged in Q2 2026.
iShares MBS ETF made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1272 holding.
Joel Greenblatt first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
Joel Greenblatt's iShares MBS ETF position peaked at $1.35M in Q4 2025.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.