M1 Capital Management’s iShares MBS ETF MBB Stock Holding History

M1 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	$1.49M	Buy	15,776 +1,635	+12%	+$155K	0.55%	43
2026 Q1	$1.34M	Buy	14,141 +1,778	+14%	+$170K	0.62%	41
2025 Q4	$1.18M	Buy	12,363 +86	+0.7%	+$8.2K	0.49%	44
2025 Q3	$1.17M	Buy	12,277 +146	+1%	+$13.7K	0.5%	43
2025 Q2	$1.14M	Buy	12,131 +178	+1%	+$16.5K	0.57%	36
2025 Q1	$1.12M	Sell	11,953 -2,926	-20%	-$271K	0.7%	30
2024 Q4	$1.36M	Buy	+14,879	New	+$1.39M	0.74%	26

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

M1 Capital Management's MBB Position: Q2 2026 in Review

M1 Capital Management increased its iShares MBS ETF (MBB) stake by 12% in Q2 2026, buying an estimated $155K and bringing the position to 15,776 shares worth $1.49M. The position accounts for 0.55% of the portfolio, ranked #43.

M1 Capital Management first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

M1 Capital Management held 15,776 shares of iShares MBS ETF worth $1.49M as of Q2 2026.
M1 Capital Management bought 1,635 iShares MBS ETF shares in Q2 2026, an estimated $155K.
iShares MBS ETF made up 0.55% of M1 Capital Management's portfolio in Q2 2026, its #43 holding.
M1 Capital Management first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on M1 Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.