Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares MBS ETF MBB Stock Holding History

Kovitz Investment Group Partners’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 		$66.2M Sell
700,621
-9,175
-1% -$868K 1.47% 14
2026
Q1 		$67.4M Buy
709,796
+62,899
+10% +$6.01M 1.56% 9
2025
Q4 		$61.6M Buy
646,897
+2,334
+0.4% +$223K 1.36% 13
2025
Q3 		$61.3M Sell
644,563
-58,596
-8% -$5.5M 0.24% 91
2025
Q2 		$66M Sell
703,159
-63,234
-8% -$5.86M 0.28% 79
2025
Q1 		$71.9M Sell
766,393
-32,540
-4% -$3.01M 0.36% 72
2024
Q4 		$73.3M Sell
798,933
-18,035
-2% -$1.68M 0.36% 72
2024
Q3 		$78.3M Sell
816,968
-3,237
-0.4% -$306K 0.56% 47
2024
Q2 		$75.4M Buy
820,205
+815,712
+18,155% +$74.3M 0.64% 42
2024
Q1 		$415K Buy
4,493
+856
+24% +$79.2K 0.01% 536
2023
Q4 		$342K Sell
3,637
-1,113
-23% -$99.8K 0.01% 354
2023
Q3 		$422K Sell
4,750
-95
-2% -$8.68K 0.01% 341
2023
Q2 		$452K Sell
4,845
-188
-4% -$17.7K 0.01% 346
2023
Q1 		$477K Buy
5,033
+1,553
+45% +$147K 0.01% 347
2022
Q4 		$323K Buy
3,480
+20
+0.6% +$1.84K 0.01% 354
2022
Q3 		$317K Sell
3,460
-231
-6% -$22.4K 0.01% 350
2022
Q2 		$360K Sell
3,691
-770
-17% -$75.5K 0.01% 355
2022
Q1 		$454K Sell
4,461
-28,189
-86% -$2.94M 0.01% 349
2021
Q4 		$3.6M Buy
32,650
+21,165
+184% +$2.28M 0.08% 155
2021
Q3 		$1.24M Sell
11,485
-700
-6% -$75.9K 0.02% 280
2021
Q2 		$1.32M Sell
12,185
-16,515
-58% -$1.79M 0.03% 278
2021
Q1 		$3.11M Sell
28,700
-3,600
-11% -$394K 0.07% 179
2020
Q4 		$3.56M Sell
32,300
-1,650
-5% -$182K 0.09% 152
2020
Q3 		$3.75M Buy
33,950
+1,010
+3% +$112K 0.1% 135
2020
Q2 		$3.65M Buy
32,940
+26,830
+439% +$2.97M 0.11% 131
2020
Q1 		$675K Buy
+6,110
New +$665K 0.02% 276

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

Kovitz Investment Group Partners's MBB Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its iShares MBS ETF (MBB) stake by 1.3% in Q2 2026, selling an estimated $868K and leaving 700,621 shares worth $66.2M. The position accounts for 1.47% of the portfolio, ranked #14.

Kovitz Investment Group Partners first reported a position in MBB in Q1 2020 and has held it in 26 quarters since. The position peaked at $78.3M in Q3 2024. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Kovitz Investment Group Partners held 700,621 shares of iShares MBS ETF worth $66.2M as of Q2 2026.
  • Kovitz Investment Group Partners sold 9,175 iShares MBS ETF shares in Q2 2026, an estimated $868K.
  • iShares MBS ETF made up 1.47% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #14 holding.
  • Kovitz Investment Group Partners first reported a position in iShares MBS ETF in Q1 2020 and has held it in 26 quarters since.
  • Kovitz Investment Group Partners's iShares MBS ETF position peaked at $78.3M in Q3 2024.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.