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Leavell Investment Management’s iShares MBS ETF MBB Stock Holding History

Leavell Investment 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 		$21.5M Buy
227,389
+5,483
+2% +$519K 0.79% 23
2026
Q1 		$21.1M Buy
221,906
+5,240
+2% +$501K 0.86% 23
2025
Q4 		$20.6M Buy
216,666
+13,293
+7% +$1.27M 0.86% 23
2025
Q3 		$19.4M Buy
203,373
+14,241
+8% +$1.34M 0.82% 23
2025
Q2 		$17.8M Buy
189,132
+7,109
+4% +$659K 0.8% 23
2025
Q1 		$17.1M Buy
182,023
+17,743
+11% +$1.64M 0.84% 24
2024
Q4 		$15.1M Buy
164,280
+51,395
+46% +$4.79M 0.74% 29
2024
Q3 		$10.8M Sell
112,885
-491
-0.4% -$46.4K 0.54% 45
2024
Q2 		$10.4M Buy
113,376
+28,432
+33% +$2.59M 0.57% 39
2024
Q1 		$7.85M Buy
84,944
+27,371
+48% +$2.53M 0.45% 61
2023
Q4 		$5.42M Buy
57,573
+26,350
+84% +$2.36M 0.34% 72
2023
Q3 		$2.77M Buy
31,223
+9,103
+41% +$832K 0.19% 123
2023
Q2 		$2.06M Buy
22,120
+1,591
+8% +$150K 0.14% 152
2023
Q1 		$1.95M Sell
20,529
-1,912
-9% -$181K 0.14% 158
2022
Q4 		$2.08M Buy
22,441
+255
+1% +$23.5K 0.16% 145
2022
Q3 		$2.03M Buy
22,186
+13,964
+170% +$1.35M 0.16% 139
2022
Q2 		$802K Buy
+8,222
New +$806K 0.06% 252

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

Leavell Investment Management's MBB Position: Q2 2026 in Review

Leavell Investment Management increased its iShares MBS ETF (MBB) stake by 2.5% in Q2 2026, buying an estimated $519K and bringing the position to 227,389 shares worth $21.5M. The position accounts for 0.79% of the portfolio, ranked #23.

Leavell Investment Management first reported a position in MBB in Q2 2022 and has held it in 17 quarters since. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Leavell Investment Management held 227,389 shares of iShares MBS ETF worth $21.5M as of Q2 2026.
  • Leavell Investment Management bought 5,483 iShares MBS ETF shares in Q2 2026, an estimated $519K.
  • iShares MBS ETF made up 0.79% of Leavell Investment Management's portfolio in Q2 2026, its #23 holding.
  • Leavell Investment Management first reported a position in iShares MBS ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.