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Key Capital Management’s iShares MBS ETF MBB Stock Holding History

Key Capital Management’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 		$222K Buy
2,349
+1,272
+118% +$120K 0.11% 73
2026
Q1 		$102K Buy
1,077
+409
+61% +$39.1K 0.07% 98
2025
Q4 		$63.6K Buy
+668
New +$63.7K 0.06% 120

Other funds holding MBB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Key Capital Management's MBB Position: Q2 2026 in Review

Key Capital Management increased its iShares MBS ETF (MBB) stake by 118% in Q2 2026, buying an estimated $120K and bringing the position to 2,349 shares worth $222K. The position accounts for 0.11% of the portfolio, ranked #73.

Key Capital Management first reported a position in MBB in Q4 2025 and has held it in 3 quarters since. 637 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Key Capital Management held 2,349 shares of iShares MBS ETF worth $222K as of Q2 2026.
  • Key Capital Management bought 1,272 iShares MBS ETF shares in Q2 2026, an estimated $120K.
  • iShares MBS ETF made up 0.11% of Key Capital Management's portfolio in Q2 2026, its #73 holding.
  • Key Capital Management first reported a position in iShares MBS ETF in Q4 2025 and has held it in 3 quarters since.
  • 637 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.