Manhattan West Asset Management’s iShares MBS ETF MBB Stock Holding History

Manhattan West Asset 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 Q1	$21.8M	Buy	229,499 +33,879	+17%	+$3.24M	4.26%	4
2025 Q4	$18.6M	Buy	195,620 +47,036	+32%	+$4.49M	3.81%	5
2025 Q3	$14.1M	Buy	148,584 +16,410	+12%	+$1.54M	2.99%	7
2025 Q2	$12.4M	Buy	132,174 +9,526	+8%	+$883K	2.87%	8
2025 Q1	$11.5M	Buy	122,648 +47,114	+62%	+$4.36M	2.93%	9
2024 Q4	$6.92M	Buy	75,534 +13,404	+22%	+$1.25M	1.87%	15
2024 Q3	$5.95M	Buy	62,130 +3,797	+7%	+$359K	1.54%	16
2024 Q2	$5.36M	Buy	58,333 +1,417	+2%	+$129K	1.45%	18
2024 Q1	$5.26M	Buy	56,916 +9,189	+19%	+$850K	1.26%	22
2023 Q4	$4.49M	Buy	47,727 +5,976	+14%	+$536K	1.26%	23
2023 Q3	$3.6M	Buy	41,751 +26,408	+172%	+$2.41M	1.11%	24
2023 Q2	$1.43M	Buy	+15,343	New	+$1.44M	0.53%	58

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Manhattan West Asset Management's MBB Position: Q1 2026 in Review

Manhattan West Asset Management increased its iShares MBS ETF (MBB) stake by 17% in Q1 2026, buying an estimated $3.24M and bringing the position to 229,499 shares worth $21.8M. The position accounts for 4.26% of the portfolio, ranked #4.

Manhattan West Asset Management first reported a position in MBB in Q2 2023 and has held it in 12 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Manhattan West Asset Management held 229,499 shares of iShares MBS ETF worth $21.8M as of Q1 2026.
Manhattan West Asset Management bought 33,879 iShares MBS ETF shares in Q1 2026, an estimated $3.24M.
iShares MBS ETF made up 4.26% of Manhattan West Asset Management's portfolio in Q1 2026, its #4 holding.
Manhattan West Asset Management first reported a position in iShares MBS ETF in Q2 2023 and has held it in 12 quarters since.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Manhattan West Asset Management's 13F filing for Q1 2026, filed 14 May 2026.