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Kilter Group’s iShares MBS ETF MBB Stock Holding History

Kilter Group’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 		$1.7M Sell
18,016
-3,934
-18% -$372K 0.62% 23
2026
Q1 		$2.08M Buy
21,950
+2,104
+11% +$201K 0.9% 19
2025
Q4 		$1.89M Buy
19,846
+219
+1% +$20.9K 0.83% 22
2025
Q3 		$1.87M Buy
19,627
+1,737
+10% +$163K 0.88% 19
2025
Q2 		$1.68M Buy
17,890
+2,365
+15% +$219K 0.76% 22
2025
Q1 		$1.46M Sell
15,525
-7,809
-33% -$722K 0.95% 18
2024
Q4 		$2.14M Buy
+23,334
New +$2.17M 1.39% 13

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Kilter Group's MBB Position: Q2 2026 in Review

Kilter Group reduced its iShares MBS ETF (MBB) stake by 18% in Q2 2026, selling an estimated $372K and leaving 18,016 shares worth $1.7M. The position accounts for 0.62% of the portfolio, ranked #23.

Kilter Group first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.14M in Q4 2024. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Kilter Group held 18,016 shares of iShares MBS ETF worth $1.7M as of Q2 2026.
  • Kilter Group sold 3,934 iShares MBS ETF shares in Q2 2026, an estimated $372K.
  • iShares MBS ETF made up 0.62% of Kilter Group's portfolio in Q2 2026, its #23 holding.
  • Kilter Group first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • Kilter Group's iShares MBS ETF position peaked at $2.14M in Q4 2024.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.