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Mather Group’s iShares MBS ETF MBB Stock Holding History

Mather 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
Q1 		$1.86M Buy
19,542
+4,461
+30% +$426K 0.02% 238
2025
Q4 		$1.44M Buy
15,081
+1,525
+11% +$145K 0.01% 238
2025
Q3 		$1.29M Sell
13,556
-564
-4% -$53K 0.01% 246
2025
Q2 		$1.33M Buy
14,120
+3,010
+27% +$279K 0.01% 236
2025
Q1 		$1.04M Buy
11,110
+728
+7% +$67.3K 0.01% 251
2024
Q4 		$952K Sell
10,382
-925
-8% -$86.1K 0.01% 252
2024
Q3 		$1.08M Sell
11,307
-71,784
-86% -$6.78M 0.01% 233
2024
Q2 		$7.68M Buy
83,091
+5,922
+8% +$539K 0.09% 94
2024
Q1 		$7.26M Sell
77,169
-741
-1% -$68.5K 0.11% 72
2023
Q4 		$7.33M Buy
77,910
+11,579
+17% +$1.04M 0.12% 76
2023
Q3 		$5.89M Buy
66,331
+275
+0.4% +$25.1K 0.1% 79
2023
Q2 		$6.16M Sell
66,056
-120,063
-65% -$11.3M 0.1% 89
2023
Q1 		$17.6M Sell
186,119
-9,064
-5% -$856K 0.31% 32
2022
Q4 		$18.1M Buy
195,183
+2,567
+1% +$237K 0.35% 33
2022
Q3 		$17.6M Buy
192,616
+3,369
+2% +$327K 0.38% 31
2022
Q2 		$18.4M Buy
189,247
+140,902
+291% +$13.8M 0.42% 26
2022
Q1 		$4.92M Buy
48,345
+39,718
+460% +$4.15M 0.1% 75
2021
Q4 		$927K Buy
+8,627
New +$929K 0.02% 158
2020
Q2 		– Sell
-18,792
Closed -$2.08M – 219
2020
Q1 		$2.08M Sell
18,792
-4,952
-21% -$539K 0.15% 50
2019
Q4 		$2.57M Buy
23,744
+17,784
+298% +$1.92M 0.16% 49
2019
Q3 		$646K Buy
+5,960
New +$643K 0.05% 54
2013
Q3 		– Sell
-134,524
Closed -$14.2M – 19
2013
Q2 		$14.2M Buy
+134,524
New +$14.4M 6.11% 5

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Mather Group's MBB Position: Q1 2026 in Review

Mather Group increased its iShares MBS ETF (MBB) stake by 30% in Q1 2026, buying an estimated $426K and bringing the position to 19,542 shares worth $1.86M. The position accounts for 0.02% of the portfolio, ranked #238.

Mather Group first reported a position in MBB in Q2 2013 and has held it in 22 quarters since. The position peaked at $18.4M in Q2 2022. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Mather Group held 19,542 shares of iShares MBS ETF worth $1.86M as of Q1 2026.
  • Mather Group bought 4,461 iShares MBS ETF shares in Q1 2026, an estimated $426K.
  • iShares MBS ETF made up 0.02% of Mather Group's portfolio in Q1 2026, its #238 holding.
  • Mather Group first reported a position in iShares MBS ETF in Q2 2013 and has held it in 22 quarters since.
  • Mather Group's iShares MBS ETF position peaked at $18.4M in Q2 2022.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.